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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 | $27,891 | $183,516-84.8% | $155,534-82.1% | $145,884-80.9% |
| Participation rate | 47.6% | 82.7%-35.1pp | 78.2%-30.6pp | 80.3%-32.7pp |
| Annual return | 16.80% | 61.43%-44.6pp | 64.92%-48.1pp | 551.85%-535.0pp |
| Employer contribution / active EE | $1,369 | $5,315-74.3% | $4,675-70.7% | $4,662-70.6% |
| Participant deferral / active EE | $2,766 | $6,467-57.2% | $5,630-50.9% | $6,690-58.7% |
| Admin fee / account holder | $128 | $19,293-99.3% | $15,900-99.2% | $13,392-99.0% |