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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 | $39,793 | $817,678-95.1% | $392,568-89.9% | $152,909-74.0% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.1%-18.1pp | 82.5%-22.5pp |
| Annual return | 28.40% | 22.84%+5.6pp | 24.42%+4.0pp | 345.46%-317.1pp |
| Employer contribution / active EE | $901 | $5,502-83.6% | $3,783-76.2% | $4,764-81.1% |
| Participant deferral / active EE | $4,783 | $8,398-43.0% | $5,985-20.1% | $5,851-18.3% |
| Admin fee / account holder | $133 | $12,095-98.9% | $6,260-97.9% | $11,601-98.9% |