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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 | $40,418 | $166,089-75.7% | $164,928-75.5% | $145,978-72.3% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.6%-14.3pp | 80.3%-16.0pp |
| Annual return | 23.76% | 100.26%-76.5pp | 70.08%-46.3pp | 550.52%-526.8pp |
| Employer contribution / active EE | $1,623 | $5,276-69.2% | $4,343-62.6% | $4,662-65.2% |
| Participant deferral / active EE | $3,284 | $6,961-52.8% | $6,034-45.6% | $6,690-50.9% |
| Admin fee / account holder | $79 | $16,641-99.5% | $12,684-99.4% | $13,400-99.4% |