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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 | $26,170 | $111,535-76.5% | $105,223-75.1% | $137,256-80.9% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 26.95% | 237.85%-210.9pp | 180.65%-153.7pp | 220.34%-193.4pp |
| Employer contribution / active EE | $1,552 | $3,939-60.6% | $3,689-57.9% | $4,156-62.6% |
| Participant deferral / active EE | $4,154 | $5,500-24.5% | $5,072-18.1% | $6,407-35.2% |
| Admin fee / account holder | $42 | $9,721-99.6% | $8,859-99.5% | $12,270-99.7% |