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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 | $42,380 | $183,539-76.9% | $155,556-72.8% | $145,897-71.0% |
| Participation rate | 68.8% | 82.7%-14.0pp | 78.2%-9.5pp | 80.3%-11.6pp |
| Annual return | 14.05% | 61.31%-47.3pp | 64.84%-50.8pp | 552.29%-538.2pp |
| Employer contribution / active EE | $1,793 | $5,315-66.3% | $4,675-61.6% | $4,663-61.5% |
| Participant deferral / active EE | $1,951 | $6,467-69.8% | $5,631-65.4% | $6,689-70.8% |
| Admin fee / account holder | $276 | $19,275-98.6% | $15,885-98.3% | $13,390-97.9% |