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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 | $38,169 | $172,111-77.8% | $150,298-74.6% | $137,256-72.2% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 23.52% | 69.37%-45.9pp | 62.79%-39.3pp | 220.34%-196.8pp |
| Employer contribution / active EE | $2,368 | $4,636-48.9% | $4,154-43.0% | $4,156-43.0% |
| Participant deferral / active EE | $3,101 | $6,166-49.7% | $5,453-43.1% | $6,407-51.6% |
| Admin fee / account holder | $152 | $16,471-99.1% | $14,116-98.9% | $12,270-98.8% |