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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 | $29,917 | $209,336-85.7% | $197,124-84.8% | $137,256-78.2% |
| Participation rate | 61.5% | 87.3%-25.8pp | 86.7%-25.2pp | 80.0%-18.4pp |
| Annual return | 18.07% | 48.09%-30.0pp | 44.34%-26.3pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,541 | $6,591-76.6% | $6,227-75.3% | $4,156-62.9% |
| Participant deferral / active EE | $3,570 | $9,614-62.9% | $9,135-60.9% | $6,407-44.3% |
| Admin fee / account holder | $87 | $17,308-99.5% | $16,298-99.5% | $12,270-99.3% |