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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 | $23,305 | $119,143-80.4% | $88,632-73.7% | $152,909-84.8% |
| Participation rate | 68.4% | 73.4%-5.0pp | 68.8%-0.3pp | 82.5%-14.0pp |
| Annual return | 27.00% | 48.12%-21.1pp | 43.75%-16.8pp | 345.46%-318.5pp |
| Employer contribution / active EE | $1,270 | $2,675-52.5% | $2,101-39.5% | $4,764-73.3% |
| Participant deferral / active EE | $1,913 | $3,555-46.2% | $2,917-34.4% | $5,851-67.3% |
| Admin fee / account holder | $4 | $5,875-99.9% | $4,308-99.9% | $11,601-100.0% |