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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 | $162,529-57.5% | $130,788-47.2% | $154,746-55.4% |
| Participation rate | 26.7% | 75.9%-49.2pp | 70.1%-43.4pp | 80.7%-54.0pp |
| Annual return | 14.58% | 510.48%-495.9pp | 386.44%-371.9pp | 172.34%-157.8pp |
| Employer contribution / active EE | $1,005 | $4,447-77.4% | $3,558-71.7% | $4,379-77.0% |
| Participant deferral / active EE | $1,402 | $4,808-70.8% | $4,137-66.1% | $6,730-79.2% |
| Admin fee / account holder | $24 | $7,669-99.7% | $6,673-99.6% | $14,365-99.8% |