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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 | $44,471 | $107,363-58.6% | $92,909-52.1% | $152,897-70.9% |
| Participation rate | 69.2% | 79.8%-10.6pp | 76.0%-6.8pp | 82.5%-13.2pp |
| Annual return | 22.09% | 145.63%-123.5pp | 109.44%-87.4pp | 345.43%-323.3pp |
| Employer contribution / active EE | $839 | $4,222-80.1% | $3,653-77.0% | $4,764-82.4% |
| Participant deferral / active EE | $1,678 | $4,848-65.4% | $4,238-60.4% | $5,851-71.3% |
| Admin fee / account holder | $188 | $7,082-97.3% | $5,795-96.8% | $11,599-98.4% |