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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 | $44,033 | $111,535-60.5% | $105,223-58.2% | $137,256-67.9% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 21.49% | 237.85%-216.4pp | 180.65%-159.2pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,157 | $3,939-70.6% | $3,689-68.6% | $4,156-72.2% |
| Participant deferral / active EE | $3,350 | $5,500-39.1% | $5,072-34.0% | $6,407-47.7% |
| Admin fee / account holder | $180 | $9,721-98.1% | $8,859-98.0% | $12,270-98.5% |