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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 | $29,501 | $148,623-80.2% | $135,974-78.3% | $139,466-78.8% |
| Participation rate | 52.6% | 83.9%-31.2pp | 81.9%-29.3pp | 80.3%-27.7pp |
| Annual return | 22.03% | 79.30%-57.3pp | 68.30%-46.3pp | 373.66%-351.6pp |
| Employer contribution / active EE | $1,124 | $5,246-78.6% | $4,859-76.9% | $4,754-76.4% |
| Participant deferral / active EE | $4,100 | $8,103-49.4% | $7,760-47.2% | $6,712-38.9% |
| Admin fee / account holder | $201 | $12,406-98.4% | $10,767-98.1% | $11,409-98.2% |