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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 | $183,627-82.7% | $155,602-79.6% | $145,978-78.2% |
| Participation rate | 43.8% | 82.7%-38.9pp | 78.2%-34.5pp | 80.3%-36.5pp |
| Annual return | 11.54% | 61.32%-49.8pp | 64.81%-53.3pp | 550.52%-539.0pp |
| Employer contribution / active EE | $1,501 | $5,316-71.8% | $4,675-67.9% | $4,662-67.8% |
| Participant deferral / active EE | $3,487 | $6,466-46.1% | $5,629-38.0% | $6,690-47.9% |
| Admin fee / account holder | $79 | $19,327-99.6% | $15,923-99.5% | $13,400-99.4% |