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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 | $86,458 | $232,540-62.8% | $185,117-53.3% | $147,585-41.4% |
| Participation rate | 44.4% | 82.4%-37.9pp | 77.3%-32.8pp | 82.8%-38.4pp |
| Annual return | 17.77% | 43.03%-25.3pp | 40.50%-22.7pp | 578.58%-560.8pp |
| Employer contribution / active EE | $1,024 | $5,195-80.3% | $4,182-75.5% | $4,876-79.0% |
| Participant deferral / active EE | $2,997 | $5,834-48.6% | $5,045-40.6% | $5,439-44.9% |
| Admin fee / account holder | $286 | $10,275-97.2% | $8,159-96.5% | $10,886-97.4% |