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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 | $60,304 | $95,601-36.9% | $77,183-21.9% | $139,456-56.8% |
| Participation rate | 40.0% | 74.0%-34.0pp | 69.6%-29.6pp | 80.3%-40.3pp |
| Annual return | 21.73% | 54.96%-33.2pp | 37.89%-16.2pp | 373.45%-351.7pp |
| Employer contribution / active EE | $4,108 | $3,145+30.6% | $2,534+62.2% | $4,753-13.6% |
| Participant deferral / active EE | $9,420 | $4,623+103.8% | $3,833+145.8% | $6,711+40.4% |
| Admin fee / account holder | $25 | $8,302-99.7% | $5,475-99.5% | $11,407-99.8% |