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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 | $92,029 | $166,242-44.6% | $165,071-44.2% | $145,884-36.9% |
| Participation rate | 43.5% | 82.0%-38.5pp | 78.6%-35.1pp | 80.3%-36.8pp |
| Annual return | 15.57% | 100.44%-84.9pp | 70.17%-54.6pp | 551.85%-536.3pp |
| Employer contribution / active EE | $1,342 | $5,283-74.6% | $4,347-69.1% | $4,662-71.2% |
| Participant deferral / active EE | $3,767 | $6,964-45.9% | $6,035-37.6% | $6,690-43.7% |
| Admin fee / account holder | $269 | $16,658-98.4% | $12,695-97.9% | $13,392-98.0% |