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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 | $35,453 | $148,629-76.1% | $135,982-73.9% | $139,487-74.6% |
| Participation rate | 30.0% | 83.9%-53.9pp | 81.9%-51.9pp | 80.3%-50.3pp |
| Annual return | 25.46% | 79.33%-53.9pp | 68.32%-42.9pp | 373.84%-348.4pp |
| Employer contribution / active EE | $1,240 | $5,247-76.4% | $4,859-74.5% | $4,755-73.9% |
| Participant deferral / active EE | $3,646 | $8,102-55.0% | $7,760-53.0% | $6,713-45.7% |
| Admin fee / account holder | $266 | $12,406-97.9% | $10,767-97.5% | $11,407-97.7% |