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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 | $43,600 | $160,040-72.8% | $147,096-70.4% | $145,877-70.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 21.05% | 98.49%-77.4pp | 419.75%-398.7pp | 551.28%-530.2pp |
| Employer contribution / active EE | $3,661 | $5,289-30.8% | $4,936-25.8% | $4,663-21.5% |
| Participant deferral / active EE | $11,788 | $8,429+39.9% | $8,071+46.1% | $6,691+76.2% |
| Admin fee / account holder | $136 | $15,050-99.1% | $13,005-99.0% | $13,402-99.0% |