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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 | $40,022 | $148,582-73.1% | $135,942-70.6% | $139,456-71.3% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 20.29% | 79.26%-59.0pp | 68.28%-48.0pp | 373.45%-353.2pp |
| Employer contribution / active EE | $2,260 | $5,245-56.9% | $4,858-53.5% | $4,753-52.4% |
| Participant deferral / active EE | $2,959 | $8,101-63.5% | $7,759-61.9% | $6,711-55.9% |
| Admin fee / account holder | $206 | $12,402-98.3% | $10,764-98.1% | $11,407-98.2% |