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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 | $59,553 | $160,028-62.8% | $147,080-59.5% | $145,884-59.2% |
| Participation rate | 47.1% | 84.0%-37.0pp | 82.2%-35.1pp | 80.3%-33.2pp |
| Annual return | 11.84% | 98.60%-86.8pp | 420.17%-408.3pp | 551.85%-540.0pp |
| Employer contribution / active EE | $1,703 | $5,286-67.8% | $4,933-65.5% | $4,662-63.5% |
| Participant deferral / active EE | $2,840 | $8,422-66.3% | $8,066-64.8% | $6,690-57.5% |
| Admin fee / account holder | $57 | $15,030-99.6% | $12,989-99.6% | $13,392-99.6% |