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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 | $69,211 | $166,268-58.4% | $165,100-58.1% | $145,897-52.6% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 18.03% | 100.52%-82.5pp | 70.21%-52.2pp | 552.29%-534.3pp |
| Employer contribution / active EE | $1,978 | $5,284-62.6% | $4,348-54.5% | $4,663-57.6% |
| Participant deferral / active EE | $2,896 | $6,964-58.4% | $6,035-52.0% | $6,689-56.7% |
| Admin fee / account holder | $208 | $16,659-98.7% | $12,696-98.4% | $13,390-98.4% |