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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 | $54,680 | $181,062-69.8% | $158,223-65.4% | $155,188-64.8% |
| Participation rate | 35.7% | 82.7%-46.9pp | 79.2%-43.5pp | 80.8%-45.1pp |
| Annual return | 15.61% | 57.39%-41.8pp | 52.09%-36.5pp | 148.84%-133.2pp |
| Employer contribution / active EE | $1,230 | $4,565-73.1% | $4,109-70.1% | $4,248-71.0% |
| Participant deferral / active EE | $3,705 | $6,134-39.6% | $5,467-32.2% | $6,531-43.3% |
| Admin fee / account holder | $270 | $18,825-98.6% | $16,047-98.3% | $14,480-98.1% |