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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 | $36,245 | $227,566-84.1% | $189,558-80.9% | $167,518-78.4% |
| Participation rate | 52.6% | 82.5%-29.9pp | 78.5%-25.8pp | 82.1%-29.5pp |
| Annual return | 17.67% | 78.43%-60.8pp | 64.19%-46.5pp | 478.71%-461.0pp |
| Employer contribution / active EE | $919 | $5,316-82.7% | $4,412-79.2% | $4,838-81.0% |
| Participant deferral / active EE | $2,575 | $7,002-63.2% | $6,174-58.3% | $6,342-59.4% |
| Admin fee / account holder | $114 | $11,881-99.0% | $9,809-98.8% | $12,312-99.1% |