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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 | $26,472 | $165,361-84.0% | $149,715-82.3% | $158,950-83.3% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 32.64% | 348.24%-315.6pp | 276.66%-244.0pp | 302.91%-270.3pp |
| Employer contribution / active EE | $1,635 | $5,103-68.0% | $4,645-64.8% | $4,762-65.7% |
| Participant deferral / active EE | $2,933 | $7,182-59.2% | $6,842-57.1% | $5,983-51.0% |
| Admin fee / account holder | $250 | $10,808-97.7% | $9,310-97.3% | $11,248-97.8% |