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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 | $51,488 | $148,623-65.4% | $135,974-62.1% | $139,466-63.1% |
| Participation rate | 46.2% | 83.9%-37.7pp | 81.9%-35.8pp | 80.3%-34.2pp |
| Annual return | 22.72% | 79.30%-56.6pp | 68.30%-45.6pp | 373.66%-350.9pp |
| Employer contribution / active EE | $1,979 | $5,246-62.3% | $4,859-59.3% | $4,754-58.4% |
| Participant deferral / active EE | $5,188 | $8,103-36.0% | $7,760-33.1% | $6,712-22.7% |
| Admin fee / account holder | $163 | $12,406-98.7% | $10,767-98.5% | $11,409-98.6% |