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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 | $42,428 | $165,381-74.3% | $149,730-71.7% | $158,966-73.3% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 24.12% | 348.29%-324.2pp | 276.70%-252.6pp | 302.95%-278.8pp |
| Employer contribution / active EE | $1,094 | $5,104-78.6% | $4,645-76.4% | $4,762-77.0% |
| Participant deferral / active EE | $4,167 | $7,182-42.0% | $6,843-39.1% | $5,983-30.3% |
| Admin fee / account holder | $121 | $10,809-98.9% | $9,310-98.7% | $11,250-98.9% |