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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 | $201,372-81.7% | $184,260-80.0% | $145,884-74.7% |
| Participation rate | 25.0% | 87.5%-62.5pp | 86.8%-61.8pp | 80.3%-55.3pp |
| Annual return | 11.04% | 29.04%-18.0pp | 28.84%-17.8pp | 551.85%-540.8pp |
| Employer contribution / active EE | $4,333 | $7,024-38.3% | $6,427-32.6% | $4,662-7.1% |
| Participant deferral / active EE | $5,472 | $9,808-44.2% | $9,133-40.1% | $6,690-18.2% |
| Admin fee / account holder | $237 | $16,362-98.6% | $13,898-98.3% | $13,392-98.2% |