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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 | $30,537 | $201,259-84.8% | $184,200-83.4% | $145,959-79.1% |
| Participation rate | 65.2% | 87.5%-22.3pp | 86.8%-21.6pp | 80.3%-15.1pp |
| Annual return | 14.91% | 28.98%-14.1pp | 28.80%-13.9pp | 561.95%-547.0pp |
| Employer contribution / active EE | $1,558 | $7,018-77.8% | $6,424-75.7% | $4,661-66.6% |
| Participant deferral / active EE | $3,429 | $9,806-65.0% | $9,132-62.4% | $6,689-48.7% |
| Admin fee / account holder | $76 | $16,372-99.5% | $13,907-99.5% | $13,398-99.4% |