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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 | $22,285 | $109,372-79.6% | $89,414-75.1% | $158,966-86.0% |
| Participation rate | 69.2% | 74.3%-5.0pp | 68.0%+1.2pp | 82.0%-12.7pp |
| Annual return | 23.23% | 345.55%-322.3pp | 245.50%-222.3pp | 302.95%-279.7pp |
| Employer contribution / active EE | $1,682 | $3,171-47.0% | $2,586-35.0% | $4,762-64.7% |
| Participant deferral / active EE | $2,509 | $4,598-45.4% | $3,890-35.5% | $5,983-58.1% |
| Admin fee / account holder | $137 | $6,156-97.8% | $4,883-97.2% | $11,250-98.8% |