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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 | $64,731 | $172,111-62.4% | $150,298-56.9% | $137,256-52.8% |
| Participation rate | 46.2% | 81.7%-35.6pp | 77.8%-31.6pp | 80.0%-33.8pp |
| Annual return | 21.92% | 69.37%-47.5pp | 62.79%-40.9pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,565 | $4,636-66.3% | $4,154-62.3% | $4,156-62.4% |
| Participant deferral / active EE | $4,086 | $6,166-33.7% | $5,453-25.1% | $6,407-36.2% |
| Admin fee / account holder | $111 | $16,471-99.3% | $14,116-99.2% | $12,270-99.1% |