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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 | $77,637 | $157,304-50.6% | $141,197-45.0% | $152,909-49.2% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.5%-27.9pp |
| Annual return | 16.42% | 64.34%-47.9pp | 71.41%-55.0pp | 345.46%-329.0pp |
| Employer contribution / active EE | $1,350 | $5,263-74.3% | $4,736-71.5% | $4,764-71.7% |
| Participant deferral / active EE | $3,455 | $7,111-51.4% | $6,710-48.5% | $5,851-41.0% |
| Admin fee / account holder | $79 | $12,126-99.4% | $10,265-99.2% | $11,601-99.3% |