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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 | $43,634 | $185,312-76.5% | $161,489-73.0% | $154,746-71.8% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 43.51% | 103.84%-60.3pp | 89.72%-46.2pp | 172.34%-128.8pp |
| Employer contribution / active EE | $1,741 | $4,769-63.5% | $4,268-59.2% | $4,379-60.2% |
| Participant deferral / active EE | $12,000 | $6,350+89.0% | $5,630+113.1% | $6,730+78.3% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |