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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 | $19,481 | $183,592-89.4% | $155,574-87.5% | $145,877-86.6% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 16.18% | 61.37%-45.2pp | 64.87%-48.7pp | 551.28%-535.1pp |
| Employer contribution / active EE | $1,243 | $5,317-76.6% | $4,676-73.4% | $4,663-73.3% |
| Participant deferral / active EE | $3,588 | $6,466-44.5% | $5,629-36.3% | $6,691-46.4% |
| Admin fee / account holder | $20 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |