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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 | $61,077 | $183,539-66.7% | $155,556-60.7% | $145,897-58.1% |
| Participation rate | 30.8% | 82.7%-51.9pp | 78.2%-47.5pp | 80.3%-49.5pp |
| Annual return | 14.66% | 61.31%-46.6pp | 64.84%-50.2pp | 552.29%-537.6pp |
| Employer contribution / active EE | $1,572 | $5,315-70.4% | $4,675-66.4% | $4,663-66.3% |
| Participant deferral / active EE | $2,930 | $6,467-54.7% | $5,631-48.0% | $6,689-56.2% |
| Admin fee / account holder | $55 | $19,275-99.7% | $15,885-99.7% | $13,390-99.6% |