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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 | $33,561 | $183,516-81.7% | $155,534-78.4% | $145,884-77.0% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 10.62% | 61.43%-50.8pp | 64.92%-54.3pp | 551.85%-541.2pp |
| Employer contribution / active EE | $3,052 | $5,315-42.6% | $4,675-34.7% | $4,662-34.5% |
| Participant deferral / active EE | $3,982 | $6,467-38.4% | $5,630-29.3% | $6,690-40.5% |
| Admin fee / account holder | $155 | $19,293-99.2% | $15,900-99.0% | $13,392-98.8% |