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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 | $35,227 | $183,539-80.8% | $155,556-77.4% | $145,897-75.9% |
| Participation rate | 58.8% | 82.7%-23.9pp | 78.2%-19.4pp | 80.3%-21.5pp |
| Annual return | 16.93% | 61.31%-44.4pp | 64.84%-47.9pp | 552.29%-535.4pp |
| Employer contribution / active EE | $1,086 | $5,315-79.6% | $4,675-76.8% | $4,663-76.7% |
| Participant deferral / active EE | $2,479 | $6,467-61.7% | $5,631-56.0% | $6,689-62.9% |
| Admin fee / account holder | $22 | $19,275-99.9% | $15,885-99.9% | $13,390-99.8% |