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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 | $28,146 | $208,088-86.5% | $186,193-84.9% | $154,746-81.8% |
| Participation rate | 45.5% | 80.0%-34.5pp | 77.1%-31.7pp | 80.7%-35.2pp |
| Annual return | 21.43% | 89.97%-68.5pp | 78.03%-56.6pp | 172.34%-150.9pp |
| Employer contribution / active EE | $1,305 | $4,340-69.9% | $3,918-66.7% | $4,379-70.2% |
| Participant deferral / active EE | $5,151 | $7,078-27.2% | $6,513-20.9% | $6,730-23.5% |
| Admin fee / account holder | $36 | $11,698-99.7% | $11,058-99.7% | $14,365-99.7% |