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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 | $35,216 | $185,312-81.0% | $161,489-78.2% | $154,746-77.2% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 20.91% | 103.84%-82.9pp | 89.72%-68.8pp | 172.34%-151.4pp |
| Employer contribution / active EE | $1,945 | $4,769-59.2% | $4,268-54.4% | $4,379-55.6% |
| Participant deferral / active EE | $4,861 | $6,350-23.4% | $5,630-13.7% | $6,730-27.8% |
| Admin fee / account holder | $133 | $18,654-99.3% | $16,006-99.2% | $14,365-99.1% |