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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 | $32,371 | $160,070-79.8% | $147,117-78.0% | $145,897-77.8% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 16.46% | 98.69%-82.2pp | 420.54%-404.1pp | 552.29%-535.8pp |
| Employer contribution / active EE | $1,541 | $5,285-70.8% | $4,932-68.8% | $4,663-67.0% |
| Participant deferral / active EE | $3,775 | $8,419-55.2% | $8,065-53.2% | $6,689-43.6% |
| Admin fee / account holder | $250 | $15,035-98.3% | $12,993-98.1% | $13,390-98.1% |