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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 | $35,793 | $126,661-71.7% | $113,397-68.4% | $138,895-74.2% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.5%-76.5pp | 79.9%-79.9pp |
| Annual return | 20.61% | 25.05%-4.4pp | 23.20%-2.6pp | 145.39%-124.8pp |
| Employer contribution / active EE | $4,957 | $3,456+43.4% | $2,977+66.5% | $4,194+18.2% |
| Participant deferral / active EE | $5,100 | $5,693-10.4% | $5,076+0.5% | $6,396-20.3% |
| Admin fee / account holder | $169 | $14,549-98.8% | $11,957-98.6% | $12,562-98.7% |