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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 | $36,076 | $183,592-80.3% | $155,574-76.8% | $145,877-75.3% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 15.35% | 61.37%-46.0pp | 64.87%-49.5pp | 551.28%-535.9pp |
| Employer contribution / active EE | $1,493 | $5,317-71.9% | $4,676-68.1% | $4,663-68.0% |
| Participant deferral / active EE | $3,068 | $6,466-52.6% | $5,629-45.5% | $6,691-54.1% |
| Admin fee / account holder | $114 | $19,316-99.4% | $15,914-99.3% | $13,402-99.1% |