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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 | $41,101 | $172,111-76.1% | $150,298-72.7% | $137,256-70.1% |
| Participation rate | 58.3% | 81.7%-23.4pp | 77.8%-19.4pp | 80.0%-21.6pp |
| Annual return | 21.25% | 69.37%-48.1pp | 62.79%-41.5pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,347 | $4,636-71.0% | $4,154-67.6% | $4,156-67.6% |
| Participant deferral / active EE | $5,818 | $6,166-5.6% | $5,453+6.7% | $6,407-9.2% |
| Admin fee / account holder | $221 | $16,471-98.7% | $14,116-98.4% | $12,270-98.2% |