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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 | $27,525 | $114,013-75.9% | $103,693-73.5% | $155,188-82.3% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.3pp | 80.8%-47.5pp |
| Annual return | 20.40% | 49.31%-28.9pp | 47.61%-27.2pp | 148.84%-128.4pp |
| Employer contribution / active EE | $1,078 | $3,131-65.6% | $2,920-63.1% | $4,248-74.6% |
| Participant deferral / active EE | $1,848 | $4,970-62.8% | $4,579-59.6% | $6,531-71.7% |
| Admin fee / account holder | $262 | $8,407-96.9% | $7,858-96.7% | $14,480-98.2% |