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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 | $30,503 | $148,629-79.5% | $135,982-77.6% | $139,487-78.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 29.39% | 79.33%-49.9pp | 68.32%-38.9pp | 373.84%-344.4pp |
| Employer contribution / active EE | $1,756 | $5,247-66.5% | $4,859-63.9% | $4,755-63.1% |
| Participant deferral / active EE | $8,258 | $8,102+1.9% | $7,760+6.4% | $6,713+23.0% |
| Admin fee / account holder | $219 | $12,406-98.2% | $10,767-98.0% | $11,407-98.1% |