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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 | $25,368 | $157,270-83.9% | $141,173-82.0% | $152,870-83.4% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.4%-49.1pp |
| Annual return | 35.89% | 64.33%-28.4pp | 71.40%-35.5pp | 345.34%-309.4pp |
| Employer contribution / active EE | $1,707 | $5,261-67.6% | $4,735-64.0% | $4,763-64.2% |
| Participant deferral / active EE | $6,587 | $7,110-7.4% | $6,710-1.8% | $5,850+12.6% |
| Admin fee / account holder | $99 | $12,121-99.2% | $10,262-99.0% | $11,597-99.1% |