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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 | $29,280 | $135,956-78.5% | $123,894-76.4% | $273,972-89.3% |
| Participation rate | 25.0% | 84.1%-59.1pp | 81.4%-56.4pp | 83.0%-58.0pp |
| Annual return | 11.93% | 56.63%-44.7pp | 47.52%-35.6pp | 41.46%-29.5pp |
| Employer contribution / active EE | $1,200 | $5,170-76.8% | $4,617-74.0% | $4,869-75.4% |
| Participant deferral / active EE | $3,000 | $6,343-52.7% | $5,984-49.9% | $5,287-43.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |