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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 | $225,673-81.6% | $203,872-79.7% | $155,188-73.3% |
| Participation rate | 60.0% | 80.3%-20.3pp | 77.8%-17.8pp | 80.8%-20.8pp |
| Annual return | 18.82% | 95.91%-77.1pp | 85.11%-66.3pp | 148.84%-130.0pp |
| Employer contribution / active EE | $1,727 | $4,099-57.9% | $3,757-54.0% | $4,248-59.3% |
| Participant deferral / active EE | $4,070 | $6,893-41.0% | $6,388-36.3% | $6,531-37.7% |
| Admin fee / account holder | $201 | $12,327-98.4% | $11,730-98.3% | $14,480-98.6% |