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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 | $19,583 | $148,629-86.8% | $135,982-85.6% | $139,487-86.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 67.88% | 79.33%-11.5pp | 68.32%-0.4pp | 373.84%-306.0pp |
| Employer contribution / active EE | $3,419 | $5,247-34.8% | $4,859-29.6% | $4,755-28.1% |
| Participant deferral / active EE | $3,901 | $8,102-51.9% | $7,760-49.7% | $6,713-41.9% |
| Admin fee / account holder | $193 | $12,406-98.4% | $10,767-98.2% | $11,407-98.3% |