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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 | $29,615 | $148,623-80.1% | $135,974-78.2% | $139,466-78.8% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 50.98% | 79.30%-28.3pp | 68.30%-17.3pp | 373.66%-322.7pp |
| Employer contribution / active EE | $2,348 | $5,246-55.3% | $4,859-51.7% | $4,754-50.6% |
| Participant deferral / active EE | $9,455 | $8,103+16.7% | $7,760+21.8% | $6,712+40.9% |
| Admin fee / account holder | $77 | $12,406-99.4% | $10,767-99.3% | $11,409-99.3% |