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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 | $21,256 | $160,070-86.7% | $147,117-85.6% | $145,897-85.4% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 15.44% | 98.69%-83.2pp | 420.54%-405.1pp | 552.29%-536.9pp |
| Employer contribution / active EE | $1,264 | $5,285-76.1% | $4,932-74.4% | $4,663-72.9% |
| Participant deferral / active EE | $3,352 | $8,419-60.2% | $8,065-58.4% | $6,689-49.9% |
| Admin fee / account holder | $150 | $15,035-99.0% | $12,993-98.8% | $13,390-98.9% |