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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 | $48,378 | $183,627-73.7% | $155,602-68.9% | $145,978-66.9% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 12.31% | 61.32%-49.0pp | 64.81%-52.5pp | 550.52%-538.2pp |
| Employer contribution / active EE | $1,271 | $5,316-76.1% | $4,675-72.8% | $4,662-72.7% |
| Participant deferral / active EE | $3,997 | $6,466-38.2% | $5,629-29.0% | $6,690-40.3% |
| Admin fee / account holder | $8 | $19,327-100.0% | $15,923-100.0% | $13,400-99.9% |