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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 | $29,788 | $172,111-82.7% | $150,298-80.2% | $137,256-78.3% |
| Participation rate | 64.3% | 81.7%-17.4pp | 77.8%-13.5pp | 80.0%-15.7pp |
| Annual return | 18.61% | 69.37%-50.8pp | 62.79%-44.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,560 | $4,636-66.3% | $4,154-62.4% | $4,156-62.5% |
| Participant deferral / active EE | $3,049 | $6,166-50.5% | $5,453-44.1% | $6,407-52.4% |
| Admin fee / account holder | $105 | $16,471-99.4% | $14,116-99.3% | $12,270-99.1% |