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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 | $41,907 | $202,440-79.3% | $169,390-75.3% | $139,466-70.0% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 24.30% | 532.36%-508.1pp | 406.07%-381.8pp | 373.66%-349.4pp |
| Employer contribution / active EE | $5,202 | $4,693+10.8% | $4,013+29.6% | $4,754+9.4% |
| Participant deferral / active EE | $12,187 | $6,940+75.6% | $6,222+95.9% | $6,712+81.6% |
| Admin fee / account holder | $55 | $10,722-99.5% | $9,015-99.4% | $11,409-99.5% |