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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 | $18,885 | $109,372-82.7% | $89,414-78.9% | $158,966-88.1% |
| Participation rate | 61.5% | 74.3%-12.7pp | 68.0%-6.4pp | 82.0%-20.4pp |
| Annual return | 12.78% | 345.55%-332.8pp | 245.50%-232.7pp | 302.95%-290.2pp |
| Employer contribution / active EE | $1,115 | $3,171-64.9% | $2,586-56.9% | $4,762-76.6% |
| Participant deferral / active EE | $1,618 | $4,598-64.8% | $3,890-58.4% | $5,983-73.0% |
| Admin fee / account holder | $272 | $6,156-95.6% | $4,883-94.4% | $11,250-97.6% |