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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 | $18,464 | $175,231-89.5% | $149,696-87.7% | $139,466-86.8% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 30.00% | 166.77%-136.8pp | 134.46%-104.5pp | 373.66%-343.7pp |
| Employer contribution / active EE | $1,185 | $5,478-78.4% | $4,821-75.4% | $4,754-75.1% |
| Participant deferral / active EE | $1,910 | $6,521-70.7% | $5,682-66.4% | $6,712-71.5% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |