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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 | $185,312-79.4% | $161,489-76.4% | $154,746-75.3% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 23.52% | 103.84%-80.3pp | 89.72%-66.2pp | 172.34%-148.8pp |
| Employer contribution / active EE | $2,368 | $4,769-50.3% | $4,268-44.5% | $4,379-45.9% |
| Participant deferral / active EE | $3,101 | $6,350-51.2% | $5,630-44.9% | $6,730-53.9% |
| Admin fee / account holder | $152 | $18,654-99.2% | $16,006-99.1% | $14,365-98.9% |