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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 | $38,333 | $148,629-74.2% | $135,982-71.8% | $139,487-72.5% |
| Participation rate | 61.1% | 83.9%-22.8pp | 81.9%-20.8pp | 80.3%-19.2pp |
| Annual return | 26.19% | 79.33%-53.1pp | 68.32%-42.1pp | 373.84%-347.7pp |
| Employer contribution / active EE | $1,505 | $5,247-71.3% | $4,859-69.0% | $4,755-68.3% |
| Participant deferral / active EE | $5,487 | $8,102-32.3% | $7,760-29.3% | $6,713-18.3% |
| Admin fee / account holder | $135 | $12,406-98.9% | $10,767-98.7% | $11,407-98.8% |