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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 | $28,052 | $107,368-73.9% | $92,915-69.8% | $152,909-81.7% |
| Participation rate | 46.2% | 79.8%-33.6pp | 76.0%-29.9pp | 82.5%-36.3pp |
| Annual return | 24.84% | 145.64%-120.8pp | 109.45%-84.6pp | 345.46%-320.6pp |
| Employer contribution / active EE | $1,229 | $4,222-70.9% | $3,653-66.4% | $4,764-74.2% |
| Participant deferral / active EE | $4,126 | $4,848-14.9% | $4,238-2.6% | $5,851-29.5% |
| Admin fee / account holder | $221 | $7,082-96.9% | $5,796-96.2% | $11,601-98.1% |