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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 | $41,144 | $156,398-73.7% | $147,318-72.1% | $138,895-70.4% |
| Participation rate | 64.3% | 83.8%-19.5pp | 82.1%-17.8pp | 79.9%-15.6pp |
| Annual return | 14.52% | 78.75%-64.2pp | 70.43%-55.9pp | 145.39%-130.9pp |
| Employer contribution / active EE | $2,255 | $4,853-53.5% | $4,593-50.9% | $4,194-46.2% |
| Participant deferral / active EE | $4,651 | $8,237-43.5% | $7,906-41.2% | $6,396-27.3% |
| Admin fee / account holder | $125 | $14,976-99.2% | $13,708-99.1% | $12,562-99.0% |