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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 | $19,511 | $81,664-76.1% | $70,476-72.3% | $158,966-87.7% |
| Participation rate | 41.7% | 77.7%-36.1pp | 75.1%-33.4pp | 82.0%-40.3pp |
| Annual return | 11.81% | 208.59%-196.8pp | 109.12%-97.3pp | 302.95%-291.1pp |
| Employer contribution / active EE | $1,122 | $3,219-65.2% | $2,738-59.0% | $4,762-76.5% |
| Participant deferral / active EE | $2,338 | $4,556-48.7% | $3,710-37.0% | $5,983-60.9% |
| Admin fee / account holder | $76 | $6,197-98.8% | $3,847-98.0% | $11,250-99.3% |