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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 | $38,202 | $148,582-74.3% | $135,942-71.9% | $139,456-72.6% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 18.63% | 79.26%-60.6pp | 68.28%-49.6pp | 373.45%-354.8pp |
| Employer contribution / active EE | $1,525 | $5,245-70.9% | $4,858-68.6% | $4,753-67.9% |
| Participant deferral / active EE | $10,664 | $8,101+31.6% | $7,759+37.4% | $6,711+58.9% |
| Admin fee / account holder | $110 | $12,402-99.1% | $10,764-99.0% | $11,407-99.0% |