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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 | $38,406 | $111,535-65.6% | $105,223-63.5% | $137,256-72.0% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 80.0%-35.5pp |
| Annual return | 18.40% | 237.85%-219.5pp | 180.65%-162.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,378 | $3,939-39.6% | $3,689-35.5% | $4,156-42.8% |
| Participant deferral / active EE | $4,907 | $5,500-10.8% | $5,072-3.2% | $6,407-23.4% |
| Admin fee / account holder | $20 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |