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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 | $43,558 | $183,516-76.3% | $155,534-72.0% | $145,884-70.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 14.24% | 61.43%-47.2pp | 64.92%-50.7pp | 551.85%-537.6pp |
| Employer contribution / active EE | $1,339 | $5,315-74.8% | $4,675-71.3% | $4,662-71.3% |
| Participant deferral / active EE | $5,064 | $6,467-21.7% | $5,630-10.1% | $6,690-24.3% |
| Admin fee / account holder | $80 | $19,293-99.6% | $15,900-99.5% | $13,392-99.4% |