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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 | $183,592-76.9% | $155,574-72.8% | $145,877-70.9% |
| Participation rate | 68.8% | 82.7%-13.9pp | 78.2%-9.5pp | 80.3%-11.6pp |
| Annual return | 14.05% | 61.37%-47.3pp | 64.87%-50.8pp | 551.28%-537.2pp |
| Employer contribution / active EE | $1,793 | $5,317-66.3% | $4,676-61.6% | $4,663-61.5% |
| Participant deferral / active EE | $1,951 | $6,466-69.8% | $5,629-65.3% | $6,691-70.8% |
| Admin fee / account holder | $276 | $19,316-98.6% | $15,914-98.3% | $13,402-97.9% |