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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 | $13,522 | $108,911-87.6% | $100,392-86.5% | $145,884-90.7% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 16.65% | 58.23%-41.6pp | 49.45%-32.8pp | 551.85%-535.2pp |
| Employer contribution / active EE | $4,463 | $4,420+1.0% | $3,941+13.2% | $4,662-4.3% |
| Participant deferral / active EE | $10,126 | $8,459+19.7% | $8,090+25.2% | $6,690+51.4% |
| Admin fee / account holder | $20 | $9,698-99.8% | $7,904-99.7% | $13,392-99.8% |