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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 | $183,627-59.5% | $155,602-52.2% | $145,978-49.0% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 20.86% | 61.32%-40.5pp | 64.81%-44.0pp | 550.52%-529.7pp |
| Employer contribution / active EE | $1,275 | $5,316-76.0% | $4,675-72.7% | $4,662-72.7% |
| Participant deferral / active EE | $3,111 | $6,466-51.9% | $5,629-44.7% | $6,690-53.5% |
| Admin fee / account holder | $208 | $19,327-98.9% | $15,923-98.7% | $13,400-98.5% |