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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 | $66,435 | $157,304-57.8% | $141,197-52.9% | $152,909-56.6% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 18.53% | 64.34%-45.8pp | 71.41%-52.9pp | 345.46%-326.9pp |
| Employer contribution / active EE | $1,192 | $5,263-77.4% | $4,736-74.8% | $4,764-75.0% |
| Participant deferral / active EE | $2,653 | $7,111-62.7% | $6,710-60.5% | $5,851-54.7% |
| Admin fee / account holder | $41 | $12,126-99.7% | $10,265-99.6% | $11,601-99.6% |