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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 | $29,772 | $211,105-85.9% | $178,449-83.3% | $145,978-79.6% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 15.20% | 30.19%-15.0pp | 27.09%-11.9pp | 550.52%-535.3pp |
| Employer contribution / active EE | $2,371 | $4,569-48.1% | $3,951-40.0% | $4,662-49.1% |
| Participant deferral / active EE | $2,371 | $6,959-65.9% | $6,277-62.2% | $6,690-64.6% |
| Admin fee / account holder | $11 | $12,017-99.9% | $10,362-99.9% | $13,400-99.9% |