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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 | $128,194 | $157,296-18.5% | $141,191-9.2% | $152,897-16.2% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 30.96% | 64.34%-33.4pp | 71.41%-40.4pp | 345.43%-314.5pp |
| Employer contribution / active EE | $1,185 | $5,262-77.5% | $4,736-75.0% | $4,764-75.1% |
| Participant deferral / active EE | $3,554 | $7,111-50.0% | $6,710-47.0% | $5,851-39.3% |
| Admin fee / account holder | $144 | $12,125-98.8% | $10,264-98.6% | $11,599-98.8% |