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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 | $53,011 | $148,582-64.3% | $135,942-61.0% | $139,456-62.0% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 21.85% | 79.26%-57.4pp | 68.28%-46.4pp | 373.45%-351.6pp |
| Employer contribution / active EE | $1,303 | $5,245-75.2% | $4,858-73.2% | $4,753-72.6% |
| Participant deferral / active EE | $3,723 | $8,101-54.0% | $7,759-52.0% | $6,711-44.5% |
| Admin fee / account holder | $142 | $12,402-98.9% | $10,764-98.7% | $11,407-98.8% |