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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 | $45,317 | $183,516-75.3% | $155,534-70.9% | $145,884-68.9% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 12.69% | 61.43%-48.7pp | 64.92%-52.2pp | 551.85%-539.2pp |
| Employer contribution / active EE | $3,066 | $5,315-42.3% | $4,675-34.4% | $4,662-34.2% |
| Participant deferral / active EE | $4,463 | $6,467-31.0% | $5,630-20.7% | $6,690-33.3% |
| Admin fee / account holder | $147 | $19,293-99.2% | $15,900-99.1% | $13,392-98.9% |