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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 | $92,071 | $209,425-56.0% | $178,499-48.4% | $158,966-42.1% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 18.64% | 188.80%-170.2pp | 151.10%-132.5pp | 302.95%-284.3pp |
| Employer contribution / active EE | $1,327 | $5,707-76.7% | $5,011-73.5% | $4,762-72.1% |
| Participant deferral / active EE | $4,078 | $5,955-31.5% | $5,202-21.6% | $5,983-31.8% |
| Admin fee / account holder | $26 | $17,078-99.8% | $13,986-99.8% | $11,250-99.8% |