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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 | $25,036 | $159,978-84.4% | $147,041-83.0% | $145,978-82.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 21.06% | 98.36%-77.3pp | 419.21%-398.1pp | 550.52%-529.5pp |
| Employer contribution / active EE | $2,007 | $5,288-62.1% | $4,935-59.3% | $4,662-57.0% |
| Participant deferral / active EE | $4,850 | $8,429-42.5% | $8,071-39.9% | $6,690-27.5% |
| Admin fee / account holder | $13 | $15,053-99.9% | $13,006-99.9% | $13,400-99.9% |