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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,114 | $176,120-78.4% | $159,487-76.1% | $167,553-77.3% |
| Participation rate | 62.5% | 85.0%-22.5pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 14.03% | 331.95%-317.9pp | 263.71%-249.7pp | 478.89%-464.9pp |
| Employer contribution / active EE | $1,604 | $5,299-69.7% | $4,831-66.8% | $4,840-66.9% |
| Participant deferral / active EE | $4,807 | $7,752-38.0% | $7,354-34.6% | $6,343-24.2% |
| Admin fee / account holder | $16 | $12,561-99.9% | $10,804-99.8% | $12,316-99.9% |