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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 | $154,228-72.1% | $145,433-70.4% | $137,256-68.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 37.06% | 74.59%-37.5pp | 66.58%-29.5pp | 220.34%-183.3pp |
| Employer contribution / active EE | $2,068 | $4,804-57.0% | $4,554-54.6% | $4,156-50.2% |
| Participant deferral / active EE | $9,636 | $8,216+17.3% | $7,897+22.0% | $6,407+50.4% |
| Admin fee / account holder | $72 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |