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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 | $25,457 | $148,623-82.9% | $135,974-81.3% | $139,466-81.7% |
| Participation rate | 45.5% | 83.9%-38.4pp | 81.9%-36.5pp | 80.3%-34.9pp |
| Annual return | 15.74% | 79.30%-63.6pp | 68.30%-52.6pp | 373.66%-357.9pp |
| Employer contribution / active EE | $3,105 | $5,246-40.8% | $4,859-36.1% | $4,754-34.7% |
| Participant deferral / active EE | $5,291 | $8,103-34.7% | $7,760-31.8% | $6,712-21.2% |
| Admin fee / account holder | $148 | $12,406-98.8% | $10,767-98.6% | $11,409-98.7% |