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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 | $46,754 | $148,629-68.5% | $135,982-65.6% | $139,487-66.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 18.69% | 79.33%-60.6pp | 68.32%-49.6pp | 373.84%-355.2pp |
| Employer contribution / active EE | $1,595 | $5,247-69.6% | $4,859-67.2% | $4,755-66.5% |
| Participant deferral / active EE | $15,513 | $8,102+91.5% | $7,760+99.9% | $6,713+131.1% |
| Admin fee / account holder | $178 | $12,406-98.6% | $10,767-98.3% | $11,407-98.4% |