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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 | $183,539-85.4% | $155,556-82.8% | $145,897-81.6% |
| Participation rate | 46.2% | 82.7%-36.6pp | 78.2%-32.1pp | 80.3%-34.2pp |
| Annual return | 24.76% | 61.31%-36.5pp | 64.84%-40.1pp | 552.29%-527.5pp |
| Employer contribution / active EE | $1,399 | $5,315-73.7% | $4,675-70.1% | $4,663-70.0% |
| Participant deferral / active EE | $2,983 | $6,467-53.9% | $5,631-47.0% | $6,689-55.4% |
| Admin fee / account holder | $131 | $19,275-99.3% | $15,885-99.2% | $13,390-99.0% |