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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 | $41,462 | $208,088-80.1% | $186,193-77.7% | $154,746-73.2% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.1%-17.1pp | 80.7%-20.7pp |
| Annual return | 18.82% | 89.97%-71.2pp | 78.03%-59.2pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,727 | $4,340-60.2% | $3,918-55.9% | $4,379-60.6% |
| Participant deferral / active EE | $4,070 | $7,078-42.5% | $6,513-37.5% | $6,730-39.5% |
| Admin fee / account holder | $201 | $11,698-98.3% | $11,058-98.2% | $14,365-98.6% |