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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 | $39,760 | $183,516-78.3% | $155,534-74.4% | $145,884-72.7% |
| Participation rate | 68.8% | 82.7%-14.0pp | 78.2%-9.5pp | 80.3%-11.6pp |
| Annual return | 15.16% | 61.43%-46.3pp | 64.92%-49.8pp | 551.85%-536.7pp |
| Employer contribution / active EE | $1,862 | $5,315-65.0% | $4,675-60.2% | $4,662-60.1% |
| Participant deferral / active EE | $3,657 | $6,467-43.4% | $5,630-35.0% | $6,690-45.3% |
| Admin fee / account holder | $289 | $19,293-98.5% | $15,900-98.2% | $13,392-97.8% |