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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 | $22,818 | $183,539-87.6% | $155,556-85.3% | $145,897-84.4% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 14.88% | 61.31%-46.4pp | 64.84%-50.0pp | 552.29%-537.4pp |
| Employer contribution / active EE | $2,187 | $5,315-58.9% | $4,675-53.2% | $4,663-53.1% |
| Participant deferral / active EE | $4,217 | $6,467-34.8% | $5,631-25.1% | $6,689-37.0% |
| Admin fee / account holder | $62 | $19,275-99.7% | $15,885-99.6% | $13,390-99.5% |