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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 | $44,471 | $183,539-75.8% | $155,556-71.4% | $145,897-69.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 10.29% | 61.31%-51.0pp | 64.84%-54.6pp | 552.29%-542.0pp |
| Employer contribution / active EE | $1,122 | $5,315-78.9% | $4,675-76.0% | $4,663-75.9% |
| Participant deferral / active EE | $5,362 | $6,467-17.1% | $5,631-4.8% | $6,689-19.8% |
| Admin fee / account holder | $252 | $19,275-98.7% | $15,885-98.4% | $13,390-98.1% |