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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 | $19,274 | $134,817-85.7% | $123,973-84.5% | $155,188-87.6% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 22.79% | 515.49%-492.7pp | 388.13%-365.3pp | 148.84%-126.1pp |
| Employer contribution / active EE | $1,600 | $4,425-63.8% | $4,126-61.2% | $4,248-62.3% |
| Participant deferral / active EE | $1,907 | $5,706-66.6% | $5,247-63.7% | $6,531-70.8% |
| Admin fee / account holder | $20 | $13,245-99.8% | $11,799-99.8% | $14,480-99.9% |