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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 | $39,024 | $148,629-73.7% | $135,982-71.3% | $139,487-72.0% |
| Participation rate | 65.0% | 83.9%-18.9pp | 81.9%-16.9pp | 80.3%-15.3pp |
| Annual return | 32.53% | 79.33%-46.8pp | 68.32%-35.8pp | 373.84%-341.3pp |
| Employer contribution / active EE | $1,137 | $5,247-78.3% | $4,859-76.6% | $4,755-76.1% |
| Participant deferral / active EE | $4,327 | $8,102-46.6% | $7,760-44.2% | $6,713-35.5% |
| Admin fee / account holder | $124 | $12,406-99.0% | $10,767-98.8% | $11,407-98.9% |