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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 | $31,259 | $157,304-80.1% | $141,197-77.9% | $152,909-79.6% |
| Participation rate | 56.5% | 84.8%-28.3pp | 82.5%-26.0pp | 82.5%-25.9pp |
| Annual return | 36.35% | 64.34%-28.0pp | 71.41%-35.1pp | 345.46%-309.1pp |
| Employer contribution / active EE | $1,555 | $5,263-70.4% | $4,736-67.2% | $4,764-67.4% |
| Participant deferral / active EE | $2,511 | $7,111-64.7% | $6,710-62.6% | $5,851-57.1% |
| Admin fee / account holder | $292 | $12,126-97.6% | $10,265-97.2% | $11,601-97.5% |