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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 | $41,468 | $201,344-79.4% | $184,243-77.5% | $145,877-71.6% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 16.33% | 29.01%-12.7pp | 28.82%-12.5pp | 551.28%-535.0pp |
| Employer contribution / active EE | $3,421 | $7,022-51.3% | $6,427-46.8% | $4,663-26.6% |
| Participant deferral / active EE | $3,857 | $9,807-60.7% | $9,132-57.8% | $6,691-42.4% |
| Admin fee / account holder | $20 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |