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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 | $18,155 | $109,344-83.4% | $89,400-79.7% | $158,950-88.6% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.0%-5.5pp | 82.0%-19.5pp |
| Annual return | 18.40% | 345.73%-327.3pp | 245.64%-227.2pp | 302.91%-284.5pp |
| Employer contribution / active EE | $761 | $3,170-76.0% | $2,586-70.6% | $4,762-84.0% |
| Participant deferral / active EE | $1,620 | $4,599-64.8% | $3,890-58.4% | $5,983-72.9% |
| Admin fee / account holder | $40 | $6,154-99.4% | $4,882-99.2% | $11,248-99.6% |