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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 | $43,440 | $196,972-77.9% | $182,262-76.2% | $198,609-78.1% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 23.55% | 158.27%-134.7pp | 140.60%-117.1pp | 202.70%-179.2pp |
| Employer contribution / active EE | $1,900 | $5,364-64.6% | $5,046-62.3% | $5,055-62.4% |
| Participant deferral / active EE | $5,663 | $8,643-34.5% | $8,276-31.6% | $6,977-18.8% |
| Admin fee / account holder | $196 | $18,429-98.9% | $16,712-98.8% | $19,030-99.0% |