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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 | $134,817-80.6% | $123,973-78.9% | $155,188-83.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 26.95% | 515.49%-488.5pp | 388.13%-361.2pp | 148.84%-121.9pp |
| Employer contribution / active EE | $1,552 | $4,425-64.9% | $4,126-62.4% | $4,248-63.5% |
| Participant deferral / active EE | $4,154 | $5,706-27.2% | $5,247-20.8% | $6,531-36.4% |
| Admin fee / account holder | $42 | $13,245-99.7% | $11,799-99.6% | $14,480-99.7% |