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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 | $15,264 | $125,778-87.9% | $114,563-86.7% | $154,746-90.1% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.9%-39.6pp | 80.7%-47.4pp |
| Annual return | 17.10% | 295.14%-278.0pp | 241.09%-224.0pp | 172.34%-155.2pp |
| Employer contribution / active EE | $695 | $2,806-75.2% | $2,592-73.2% | $4,379-84.1% |
| Participant deferral / active EE | $1,147 | $4,445-74.2% | $4,142-72.3% | $6,730-83.0% |
| Admin fee / account holder | $116 | $8,190-98.6% | $7,623-98.5% | $14,365-99.2% |