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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 | $42,341 | $148,582-71.5% | $135,942-68.9% | $139,456-69.6% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 24.02% | 79.26%-55.2pp | 68.28%-44.3pp | 373.45%-349.4pp |
| Employer contribution / active EE | $2,709 | $5,245-48.3% | $4,858-44.2% | $4,753-43.0% |
| Participant deferral / active EE | $8,580 | $8,101+5.9% | $7,759+10.6% | $6,711+27.8% |
| Admin fee / account holder | $210 | $12,402-98.3% | $10,764-98.0% | $11,407-98.2% |