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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 | $44,441 | $159,978-72.2% | $147,041-69.8% | $145,978-69.6% |
| Participation rate | 30.8% | 84.0%-53.2pp | 82.2%-51.4pp | 80.3%-49.5pp |
| Annual return | 16.14% | 98.36%-82.2pp | 419.21%-403.1pp | 550.52%-534.4pp |
| Employer contribution / active EE | $1,361 | $5,288-74.3% | $4,935-72.4% | $4,662-70.8% |
| Participant deferral / active EE | $3,604 | $8,429-57.2% | $8,071-55.3% | $6,690-46.1% |
| Admin fee / account holder | $101 | $15,053-99.3% | $13,006-99.2% | $13,400-99.2% |