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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 | $22,607 | $148,623-84.8% | $135,974-83.4% | $139,466-83.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 48.67% | 79.30%-30.6pp | 68.30%-19.6pp | 373.66%-325.0pp |
| Employer contribution / active EE | $2,097 | $5,246-60.0% | $4,859-56.8% | $4,754-55.9% |
| Participant deferral / active EE | $8,417 | $8,103+3.9% | $7,760+8.5% | $6,712+25.4% |
| Admin fee / account holder | $157 | $12,406-98.7% | $10,767-98.5% | $11,409-98.6% |