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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 | $45,799 | $202,440-77.4% | $169,390-73.0% | $139,466-67.2% |
| Participation rate | 52.6% | 81.1%-28.5pp | 77.2%-24.5pp | 80.3%-27.7pp |
| Annual return | 26.78% | 532.36%-505.6pp | 406.07%-379.3pp | 373.66%-346.9pp |
| Employer contribution / active EE | $1,157 | $4,693-75.3% | $4,013-71.2% | $4,754-75.7% |
| Participant deferral / active EE | $3,415 | $6,940-50.8% | $6,222-45.1% | $6,712-49.1% |
| Admin fee / account holder | $150 | $10,722-98.6% | $9,015-98.3% | $11,409-98.7% |