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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 | $17,054 | $109,411-84.4% | $89,435-80.9% | $158,982-89.3% |
| Participation rate | 63.6% | 74.3%-10.6pp | 68.0%-4.3pp | 82.0%-18.3pp |
| Annual return | 27.50% | 345.68%-318.2pp | 245.55%-218.1pp | 302.99%-275.5pp |
| Employer contribution / active EE | $1,481 | $3,173-53.3% | $2,587-42.7% | $4,763-68.9% |
| Participant deferral / active EE | $3,929 | $4,600-14.6% | $3,890+1.0% | $5,983-34.3% |
| Admin fee / account holder | $109 | $6,159-98.2% | $4,884-97.8% | $11,252-99.0% |