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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 | $41,310 | $183,539-77.5% | $155,556-73.4% | $145,897-71.7% |
| Participation rate | 69.2% | 82.7%-13.5pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 13.45% | 61.31%-47.9pp | 64.84%-51.4pp | 552.29%-538.8pp |
| Employer contribution / active EE | $2,166 | $5,315-59.2% | $4,675-53.7% | $4,663-53.5% |
| Participant deferral / active EE | $3,426 | $6,467-47.0% | $5,631-39.2% | $6,689-48.8% |
| Admin fee / account holder | $86 | $19,275-99.6% | $15,885-99.5% | $13,390-99.4% |