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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 | $183,516-80.3% | $155,534-76.8% | $145,884-75.3% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 15.35% | 61.43%-46.1pp | 64.92%-49.6pp | 551.85%-536.5pp |
| Employer contribution / active EE | $1,493 | $5,315-71.9% | $4,675-68.1% | $4,662-68.0% |
| Participant deferral / active EE | $3,068 | $6,467-52.6% | $5,630-45.5% | $6,690-54.1% |
| Admin fee / account holder | $114 | $19,293-99.4% | $15,900-99.3% | $13,392-99.1% |