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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 | $34,596 | $148,623-76.7% | $135,974-74.6% | $139,466-75.2% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 28.93% | 79.30%-50.4pp | 68.30%-39.4pp | 373.66%-344.7pp |
| Employer contribution / active EE | $1,625 | $5,246-69.0% | $4,859-66.6% | $4,754-65.8% |
| Participant deferral / active EE | $4,778 | $8,103-41.0% | $7,760-38.4% | $6,712-28.8% |
| Admin fee / account holder | $33 | $12,406-99.7% | $10,767-99.7% | $11,409-99.7% |