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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% | $155,567-82.8% | $145,959-81.7% |
| Participation rate | 46.2% | 82.7%-36.5pp | 78.2%-32.0pp | 80.3%-34.1pp |
| Annual return | 24.76% | 61.24%-36.5pp | 64.74%-40.0pp | 561.95%-537.2pp |
| Employer contribution / active EE | $1,399 | $5,315-73.7% | $4,674-70.1% | $4,661-70.0% |
| Participant deferral / active EE | $2,983 | $6,464-53.8% | $5,628-47.0% | $6,689-55.4% |
| Admin fee / account holder | $131 | $19,318-99.3% | $15,916-99.2% | $13,398-99.0% |