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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 | $43,011 | $156,398-72.5% | $147,318-70.8% | $138,895-69.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 37.06% | 78.75%-41.7pp | 70.43%-33.4pp | 145.39%-108.3pp |
| Employer contribution / active EE | $2,068 | $4,853-57.4% | $4,593-55.0% | $4,194-50.7% |
| Participant deferral / active EE | $9,636 | $8,237+17.0% | $7,906+21.9% | $6,396+50.6% |
| Admin fee / account holder | $72 | $14,976-99.5% | $13,708-99.5% | $12,562-99.4% |