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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 | $69,030 | $149,040-53.7% | $120,225-42.6% | $137,256-49.7% |
| Participation rate | 26.7% | 75.4%-48.8pp | 69.6%-42.9pp | 80.0%-53.3pp |
| Annual return | 14.58% | 605.68%-591.1pp | 439.23%-424.6pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,005 | $4,350-76.9% | $3,475-71.1% | $4,156-75.8% |
| Participant deferral / active EE | $1,402 | $4,655-69.9% | $3,999-64.9% | $6,407-78.1% |
| Admin fee / account holder | $24 | $6,348-99.6% | $5,696-99.6% | $12,270-99.8% |