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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 | $45,528 | $165,381-72.5% | $149,730-69.6% | $158,966-71.4% |
| Participation rate | 38.9% | 84.6%-45.7pp | 82.5%-43.6pp | 82.0%-43.1pp |
| Annual return | 20.14% | 348.29%-328.2pp | 276.70%-256.6pp | 302.95%-282.8pp |
| Employer contribution / active EE | $1,993 | $5,104-61.0% | $4,645-57.1% | $4,762-58.2% |
| Participant deferral / active EE | $5,752 | $7,182-19.9% | $6,843-15.9% | $5,983-3.9% |
| Admin fee / account holder | $96 | $10,809-99.1% | $9,310-99.0% | $11,250-99.2% |