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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 | $71,901 | $232,540-69.1% | $185,117-61.2% | $147,585-51.3% |
| Participation rate | 57.1% | 82.4%-25.2pp | 77.3%-20.1pp | 82.8%-25.7pp |
| Annual return | 15.22% | 43.03%-27.8pp | 40.50%-25.3pp | 578.58%-563.4pp |
| Employer contribution / active EE | $1,110 | $5,195-78.6% | $4,182-73.4% | $4,876-77.2% |
| Participant deferral / active EE | $3,296 | $5,834-43.5% | $5,045-34.7% | $5,439-39.4% |
| Admin fee / account holder | $26 | $10,275-99.7% | $8,159-99.7% | $10,886-99.8% |