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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 | $33,410 | $144,130-76.8% | $117,861-71.7% | $147,586-77.4% |
| Participation rate | 46.2% | 83.4%-37.3pp | 79.7%-33.5pp | 82.8%-36.7pp |
| Annual return | 16.78% | 531.20%-514.4pp | 335.11%-318.3pp | 578.59%-561.8pp |
| Employer contribution / active EE | $1,884 | $4,897-61.5% | $3,786-50.2% | $4,876-61.4% |
| Participant deferral / active EE | $1,894 | $5,316-64.4% | $4,482-57.7% | $5,439-65.2% |
| Admin fee / account holder | $261 | $10,887-97.6% | $8,021-96.8% | $10,886-97.6% |