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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 | $19,990 | $202,460-90.1% | $169,385-88.2% | $139,456-85.7% |
| Participation rate | 40.0% | 81.1%-41.1pp | 77.2%-37.2pp | 80.3%-40.3pp |
| Annual return | 21.38% | 532.07%-510.7pp | 405.82%-384.4pp | 373.45%-352.1pp |
| Employer contribution / active EE | $1,252 | $4,691-73.3% | $4,012-68.8% | $4,753-73.7% |
| Participant deferral / active EE | $3,034 | $6,938-56.3% | $6,221-51.2% | $6,711-54.8% |
| Admin fee / account holder | $264 | $10,719-97.5% | $9,011-97.1% | $11,407-97.7% |