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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 | $32,309 | $104,937-69.2% | $84,628-61.8% | $152,897-78.9% |
| Participation rate | 30.0% | 74.8%-44.8pp | 68.2%-38.2pp | 82.5%-52.5pp |
| Annual return | 18.77% | 373.88%-355.1pp | 258.80%-240.0pp | 345.43%-326.7pp |
| Employer contribution / active EE | $1,048 | $3,303-68.3% | $2,653-60.5% | $4,764-78.0% |
| Participant deferral / active EE | $1,997 | $4,690-57.4% | $3,900-48.8% | $5,851-65.9% |
| Admin fee / account holder | $78 | $6,243-98.7% | $4,914-98.4% | $11,599-99.3% |