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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 | $31,806 | $183,516-82.7% | $155,534-79.6% | $145,884-78.2% |
| Participation rate | 43.8% | 82.7%-39.0pp | 78.2%-34.5pp | 80.3%-36.6pp |
| Annual return | 11.54% | 61.43%-49.9pp | 64.92%-53.4pp | 551.85%-540.3pp |
| Employer contribution / active EE | $1,501 | $5,315-71.8% | $4,675-67.9% | $4,662-67.8% |
| Participant deferral / active EE | $3,487 | $6,467-46.1% | $5,630-38.1% | $6,690-47.9% |
| Admin fee / account holder | $79 | $19,293-99.6% | $15,900-99.5% | $13,392-99.4% |