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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 | $34,617 | $183,627-81.1% | $155,602-77.8% | $145,978-76.3% |
| Participation rate | 41.2% | 82.7%-41.5pp | 78.2%-37.0pp | 80.3%-39.1pp |
| Annual return | 19.92% | 61.32%-41.4pp | 64.81%-44.9pp | 550.52%-530.6pp |
| Employer contribution / active EE | $1,094 | $5,316-79.4% | $4,675-76.6% | $4,662-76.5% |
| Participant deferral / active EE | $4,048 | $6,466-37.4% | $5,629-28.1% | $6,690-39.5% |
| Admin fee / account holder | $20 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |