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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 | $31,139 | $157,296-80.2% | $141,191-77.9% | $152,897-79.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 21.05% | 64.34%-43.3pp | 71.41%-50.4pp | 345.43%-324.4pp |
| Employer contribution / active EE | $1,068 | $5,262-79.7% | $4,736-77.4% | $4,764-77.6% |
| Participant deferral / active EE | $4,806 | $7,111-32.4% | $6,710-28.4% | $5,851-17.9% |
| Admin fee / account holder | $113 | $12,125-99.1% | $10,264-98.9% | $11,599-99.0% |