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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 | $40,404 | $183,516-78.0% | $155,534-74.0% | $145,884-72.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 15.03% | 61.43%-46.4pp | 64.92%-49.9pp | 551.85%-536.8pp |
| Employer contribution / active EE | $1,432 | $5,315-73.1% | $4,675-69.4% | $4,662-69.3% |
| Participant deferral / active EE | $15,250 | $6,467+135.8% | $5,630+170.9% | $6,690+128.0% |
| Admin fee / account holder | $229 | $19,293-98.8% | $15,900-98.6% | $13,392-98.3% |