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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 | $26,774 | $183,592-85.4% | $155,574-82.8% | $145,877-81.6% |
| Participation rate | 46.2% | 82.7%-36.5pp | 78.2%-32.1pp | 80.3%-34.1pp |
| Annual return | 24.76% | 61.37%-36.6pp | 64.87%-40.1pp | 551.28%-526.5pp |
| Employer contribution / active EE | $1,399 | $5,317-73.7% | $4,676-70.1% | $4,663-70.0% |
| Participant deferral / active EE | $2,983 | $6,466-53.9% | $5,629-47.0% | $6,691-55.4% |
| Admin fee / account holder | $131 | $19,316-99.3% | $15,914-99.2% | $13,402-99.0% |