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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 | $26,132 | $160,028-83.7% | $147,080-82.2% | $145,884-82.1% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 27.97% | 98.60%-70.6pp | 420.17%-392.2pp | 551.85%-523.9pp |
| Employer contribution / active EE | $1,896 | $5,286-64.1% | $4,933-61.6% | $4,662-59.3% |
| Participant deferral / active EE | $5,521 | $8,422-34.4% | $8,066-31.6% | $6,690-17.5% |
| Admin fee / account holder | $142 | $15,030-99.1% | $12,989-98.9% | $13,392-98.9% |