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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 | $38,205 | $160,070-76.1% | $147,117-74.0% | $145,897-73.8% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.2%-52.2pp | 80.3%-50.3pp |
| Annual return | 13.81% | 98.69%-84.9pp | 420.54%-406.7pp | 552.29%-538.5pp |
| Employer contribution / active EE | $1,085 | $5,285-79.5% | $4,932-78.0% | $4,663-76.7% |
| Participant deferral / active EE | $2,780 | $8,419-67.0% | $8,065-65.5% | $6,689-58.4% |
| Admin fee / account holder | $248 | $15,035-98.4% | $12,993-98.1% | $13,390-98.2% |