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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 | $18,983 | $126,113-84.9% | $116,096-83.6% | $155,188-87.8% |
| Participation rate | 66.7% | 75.1%-8.5pp | 73.3%-6.7pp | 80.8%-14.1pp |
| Annual return | 20.40% | 391.72%-371.3pp | 326.25%-305.8pp | 148.84%-128.4pp |
| Employer contribution / active EE | $2,144 | $2,672-19.8% | $2,503-14.4% | $4,248-49.5% |
| Participant deferral / active EE | $3,127 | $4,162-24.9% | $3,952-20.9% | $6,531-52.1% |
| Admin fee / account holder | $43 | $8,045-99.5% | $7,704-99.4% | $14,480-99.7% |