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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 | $21,211 | $107,353-80.2% | $92,903-77.2% | $152,885-86.1% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.0%-36.0pp | 82.5%-42.5pp |
| Annual return | 34.01% | 145.62%-111.6pp | 109.43%-75.4pp | 345.39%-311.4pp |
| Employer contribution / active EE | $1,501 | $4,222-64.4% | $3,653-58.9% | $4,763-68.5% |
| Participant deferral / active EE | $3,483 | $4,848-28.1% | $4,238-17.8% | $5,851-40.5% |
| Admin fee / account holder | $19 | $7,081-99.7% | $5,795-99.7% | $11,598-99.8% |