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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 | $40,180 | $108,942-63.1% | $100,415-60.0% | $145,897-72.5% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 15.98% | 58.27%-42.3pp | 49.47%-33.5pp | 552.29%-536.3pp |
| Employer contribution / active EE | $3,384 | $4,422-23.5% | $3,943-14.2% | $4,663-27.4% |
| Participant deferral / active EE | $11,738 | $8,461+38.7% | $8,091+45.1% | $6,689+75.5% |
| Admin fee / account holder | $201 | $9,702-97.9% | $7,906-97.5% | $13,390-98.5% |