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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 | $35,683 | $176,120-79.7% | $159,487-77.6% | $167,553-78.7% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 24.27% | 331.95%-307.7pp | 263.71%-239.4pp | 478.89%-454.6pp |
| Employer contribution / active EE | $1,542 | $5,299-70.9% | $4,831-68.1% | $4,840-68.1% |
| Participant deferral / active EE | $3,875 | $7,752-50.0% | $7,354-47.3% | $6,343-38.9% |
| Admin fee / account holder | $6 | $12,561-100.0% | $10,804-99.9% | $12,316-100.0% |