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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 | $24,891 | $166,089-85.0% | $164,928-84.9% | $145,978-82.9% |
| Participation rate | 58.8% | 82.0%-23.2pp | 78.6%-19.8pp | 80.3%-21.5pp |
| Annual return | 12.26% | 100.26%-88.0pp | 70.08%-57.8pp | 550.52%-538.3pp |
| Employer contribution / active EE | $1,267 | $5,276-76.0% | $4,343-70.8% | $4,662-72.8% |
| Participant deferral / active EE | $3,487 | $6,961-49.9% | $6,034-42.2% | $6,690-47.9% |
| Admin fee / account holder | $120 | $16,641-99.3% | $12,684-99.1% | $13,400-99.1% |