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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 | $34,817 | $211,288-83.5% | $178,540-80.5% | $145,884-76.1% |
| Participation rate | 61.5% | 80.8%-19.3pp | 77.1%-15.6pp | 80.3%-18.8pp |
| Annual return | 13.36% | 30.27%-16.9pp | 27.15%-13.8pp | 551.85%-538.5pp |
| Employer contribution / active EE | $1,688 | $4,574-63.1% | $3,953-57.3% | $4,662-63.8% |
| Participant deferral / active EE | $1,945 | $6,967-72.1% | $6,281-69.0% | $6,690-70.9% |
| Admin fee / account holder | $25 | $12,105-99.8% | $10,424-99.8% | $13,392-99.8% |