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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 | $35,449 | $183,627-80.7% | $155,602-77.2% | $145,978-75.7% |
| Participation rate | 14.3% | 82.7%-68.4pp | 78.2%-63.9pp | 80.3%-66.0pp |
| Annual return | 8.90% | 61.32%-52.4pp | 64.81%-55.9pp | 550.52%-541.6pp |
| Employer contribution / active EE | $1,042 | $5,316-80.4% | $4,675-77.7% | $4,662-77.7% |
| Participant deferral / active EE | $3,344 | $6,466-48.3% | $5,629-40.6% | $6,690-50.0% |
| Admin fee / account holder | $246 | $19,327-98.7% | $15,923-98.5% | $13,400-98.2% |