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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 | $21,846 | $183,516-88.1% | $155,534-86.0% | $145,884-85.0% |
| Participation rate | 61.1% | 82.7%-21.6pp | 78.2%-17.1pp | 80.3%-19.2pp |
| Annual return | 20.13% | 61.43%-41.3pp | 64.92%-44.8pp | 551.85%-531.7pp |
| Employer contribution / active EE | $2,219 | $5,315-58.2% | $4,675-52.5% | $4,662-52.4% |
| Participant deferral / active EE | $3,520 | $6,467-45.6% | $5,630-37.5% | $6,690-47.4% |
| Admin fee / account holder | $182 | $19,293-99.1% | $15,900-98.9% | $13,392-98.6% |