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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 | $28,460 | $156,398-81.8% | $147,318-80.7% | $138,895-79.5% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.5pp | 79.9%-24.4pp |
| Annual return | 17.65% | 78.75%-61.1pp | 70.43%-52.8pp | 145.39%-127.7pp |
| Employer contribution / active EE | $1,463 | $4,853-69.9% | $4,593-68.1% | $4,194-65.1% |
| Participant deferral / active EE | $3,174 | $8,237-61.5% | $7,906-59.9% | $6,396-50.4% |
| Admin fee / account holder | $128 | $14,976-99.1% | $13,708-99.1% | $12,562-99.0% |