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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 | $40,716 | $183,592-77.8% | $155,567-73.8% | $145,959-72.1% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 13.59% | 61.24%-47.6pp | 64.74%-51.1pp | 561.95%-548.4pp |
| Employer contribution / active EE | $1,695 | $5,315-68.1% | $4,674-63.7% | $4,661-63.6% |
| Participant deferral / active EE | $4,543 | $6,464-29.7% | $5,628-19.3% | $6,689-32.1% |
| Admin fee / account holder | $265 | $19,318-98.6% | $15,916-98.3% | $13,398-98.0% |