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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 | $70,626 | $225,673-68.7% | $203,872-65.4% | $155,188-54.5% |
| Participation rate | 55.6% | 80.3%-24.8pp | 77.8%-22.2pp | 80.8%-25.2pp |
| Annual return | 16.52% | 95.91%-79.4pp | 85.11%-68.6pp | 148.84%-132.3pp |
| Employer contribution / active EE | $1,228 | $4,099-70.0% | $3,757-67.3% | $4,248-71.1% |
| Participant deferral / active EE | $1,707 | $6,893-75.2% | $6,388-73.3% | $6,531-73.9% |
| Admin fee / account holder | $20 | $12,327-99.8% | $11,730-99.8% | $14,480-99.9% |