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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 | $23,259 | $210,698-89.0% | $178,014-86.9% | $145,959-84.1% |
| Participation rate | 37.5% | 80.8%-43.3pp | 77.1%-39.6pp | 80.3%-42.8pp |
| Annual return | 18.95% | 386.27%-367.3pp | 294.80%-275.9pp | 561.95%-543.0pp |
| Employer contribution / active EE | $1,083 | $4,567-76.3% | $3,950-72.6% | $4,661-76.8% |
| Participant deferral / active EE | $2,784 | $6,958-60.0% | $6,276-55.6% | $6,689-58.4% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |