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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 | $155,555-72.4% | $146,866-70.7% | $155,188-72.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 37.06% | 115.41%-78.4pp | 102.85%-65.8pp | 148.84%-111.8pp |
| Employer contribution / active EE | $2,068 | $4,647-55.5% | $4,425-53.3% | $4,248-51.3% |
| Participant deferral / active EE | $9,636 | $8,044+19.8% | $7,759+24.2% | $6,531+47.5% |
| Admin fee / account holder | $72 | $14,755-99.5% | $13,620-99.5% | $14,480-99.5% |