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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 | $36,883 | $201,259-81.7% | $184,200-80.0% | $145,959-74.7% |
| Participation rate | 25.0% | 87.5%-62.5pp | 86.8%-61.8pp | 80.3%-55.3pp |
| Annual return | 11.04% | 28.98%-17.9pp | 28.80%-17.8pp | 561.95%-550.9pp |
| Employer contribution / active EE | $4,333 | $7,018-38.3% | $6,424-32.5% | $4,661-7.0% |
| Participant deferral / active EE | $5,472 | $9,806-44.2% | $9,132-40.1% | $6,689-18.2% |
| Admin fee / account holder | $237 | $16,372-98.6% | $13,907-98.3% | $13,398-98.2% |