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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 | $35,954 | $183,627-80.4% | $155,602-76.9% | $145,978-75.4% |
| Participation rate | 44.4% | 82.7%-38.2pp | 78.2%-33.8pp | 80.3%-35.8pp |
| Annual return | 12.44% | 61.32%-48.9pp | 64.81%-52.4pp | 550.52%-538.1pp |
| Employer contribution / active EE | $1,812 | $5,316-65.9% | $4,675-61.2% | $4,662-61.1% |
| Participant deferral / active EE | $5,278 | $6,466-18.4% | $5,629-6.2% | $6,690-21.1% |
| Admin fee / account holder | $103 | $19,327-99.5% | $15,923-99.4% | $13,400-99.2% |