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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 | $45,166 | $107,368-57.9% | $92,915-51.4% | $152,909-70.5% |
| Participation rate | 11.1% | 79.8%-68.7pp | 76.0%-64.9pp | 82.5%-71.3pp |
| Annual return | 23.88% | 145.64%-121.8pp | 109.45%-85.6pp | 345.46%-321.6pp |
| Employer contribution / active EE | $1,244 | $4,222-70.5% | $3,653-65.9% | $4,764-73.9% |
| Participant deferral / active EE | $2,111 | $4,848-56.5% | $4,238-50.2% | $5,851-63.9% |
| Admin fee / account holder | $139 | $7,082-98.0% | $5,796-97.6% | $11,601-98.8% |