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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 | $26,906 | $175,231-84.6% | $149,696-82.0% | $139,466-80.7% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 21.59% | 166.77%-145.2pp | 134.46%-112.9pp | 373.66%-352.1pp |
| Employer contribution / active EE | $1,460 | $5,478-73.4% | $4,821-69.7% | $4,754-69.3% |
| Participant deferral / active EE | $3,453 | $6,521-47.0% | $5,682-39.2% | $6,712-48.5% |
| Admin fee / account holder | $123 | $16,155-99.2% | $13,212-99.1% | $11,409-98.9% |