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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 | $21,169 | $90,614-76.6% | $76,089-72.2% | $145,877-85.5% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.1%-29.1pp | 80.3%-40.3pp |
| Annual return | 15.60% | 623.80%-608.2pp | 360.94%-345.3pp | 551.28%-535.7pp |
| Employer contribution / active EE | $1,320 | $3,324-60.3% | $2,690-50.9% | $4,663-71.7% |
| Participant deferral / active EE | $1,320 | $5,168-74.5% | $4,259-69.0% | $6,691-80.3% |
| Admin fee / account holder | $218 | $8,376-97.4% | $6,418-96.6% | $13,402-98.4% |