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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 | $26,842 | $102,595-73.8% | $94,057-71.5% | $154,746-82.7% |
| Participation rate | 56.3% | 76.0%-19.7pp | 73.3%-17.1pp | 80.7%-24.5pp |
| Annual return | 19.34% | 583.42%-564.1pp | 480.62%-461.3pp | 172.34%-153.0pp |
| Employer contribution / active EE | $1,150 | $3,147-63.5% | $2,933-60.8% | $4,379-73.7% |
| Participant deferral / active EE | $2,455 | $5,118-52.0% | $4,709-47.9% | $6,730-63.5% |
| Admin fee / account holder | $57 | $7,736-99.3% | $7,244-99.2% | $14,365-99.6% |