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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 | $33,224 | $228,352-85.5% | $185,835-82.1% | $158,966-79.1% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 24.21% | 40.81%-16.6pp | 35.96%-11.8pp | 302.95%-278.7pp |
| Employer contribution / active EE | $1,071 | $4,967-78.4% | $4,087-73.8% | $4,762-77.5% |
| Participant deferral / active EE | $5,334 | $6,416-16.9% | $5,633-5.3% | $5,983-10.8% |
| Admin fee / account holder | $158 | $11,867-98.7% | $9,502-98.3% | $11,250-98.6% |