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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 | $46,262 | $165,381-72.0% | $149,730-69.1% | $158,966-70.9% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 24.22% | 348.29%-324.1pp | 276.70%-252.5pp | 302.95%-278.7pp |
| Employer contribution / active EE | $1,117 | $5,104-78.1% | $4,645-76.0% | $4,762-76.6% |
| Participant deferral / active EE | $5,595 | $7,182-22.1% | $6,843-18.2% | $5,983-6.5% |
| Admin fee / account holder | $188 | $10,809-98.3% | $9,310-98.0% | $11,250-98.3% |