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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 | $18,450 | $154,228-88.0% | $145,433-87.3% | $137,256-86.6% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 21.70% | 74.59%-52.9pp | 66.58%-44.9pp | 220.34%-198.6pp |
| Employer contribution / active EE | $4,434 | $4,804-7.7% | $4,554-2.6% | $4,156+6.7% |
| Participant deferral / active EE | $5,067 | $8,216-38.3% | $7,897-35.8% | $6,407-20.9% |
| Admin fee / account holder | $55 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |