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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 | $38,318 | $148,629-74.2% | $135,982-71.8% | $139,487-72.5% |
| Participation rate | 44.4% | 83.9%-39.4pp | 81.9%-37.5pp | 80.3%-35.9pp |
| Annual return | 21.15% | 79.33%-58.2pp | 68.32%-47.2pp | 373.84%-352.7pp |
| Employer contribution / active EE | $2,681 | $5,247-48.9% | $4,859-44.8% | $4,755-43.6% |
| Participant deferral / active EE | $10,156 | $8,102+25.3% | $7,760+30.9% | $6,713+51.3% |
| Admin fee / account holder | $253 | $12,406-98.0% | $10,767-97.6% | $11,407-97.8% |