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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 | $26,098 | $183,592-85.8% | $155,574-83.2% | $145,877-82.1% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 12.69% | 61.37%-48.7pp | 64.87%-52.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $1,952 | $5,317-63.3% | $4,676-58.2% | $4,663-58.1% |
| Participant deferral / active EE | $2,964 | $6,466-54.2% | $5,629-47.4% | $6,691-55.7% |
| Admin fee / account holder | $68 | $19,316-99.6% | $15,914-99.6% | $13,402-99.5% |