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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 | $74,389 | $183,516-59.5% | $155,534-52.2% | $145,884-49.0% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 20.86% | 61.43%-40.6pp | 64.92%-44.1pp | 551.85%-531.0pp |
| Employer contribution / active EE | $1,275 | $5,315-76.0% | $4,675-72.7% | $4,662-72.7% |
| Participant deferral / active EE | $3,111 | $6,467-51.9% | $5,630-44.7% | $6,690-53.5% |
| Admin fee / account holder | $208 | $19,293-98.9% | $15,900-98.7% | $13,392-98.5% |