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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 | $21,795 | $160,070-86.4% | $147,117-85.2% | $145,897-85.1% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-13.0pp | 80.3%-11.1pp |
| Annual return | 11.68% | 98.69%-87.0pp | 420.54%-408.9pp | 552.29%-540.6pp |
| Employer contribution / active EE | $2,056 | $5,285-61.1% | $4,932-58.3% | $4,663-55.9% |
| Participant deferral / active EE | $2,738 | $8,419-67.5% | $8,065-66.0% | $6,689-59.1% |
| Admin fee / account holder | $132 | $15,035-99.1% | $12,993-99.0% | $13,390-99.0% |