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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 | $33,029 | $165,381-80.0% | $149,730-77.9% | $158,966-79.2% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 26.17% | 348.29%-322.1pp | 276.70%-250.5pp | 302.95%-276.8pp |
| Employer contribution / active EE | $1,465 | $5,104-71.3% | $4,645-68.5% | $4,762-69.2% |
| Participant deferral / active EE | $3,276 | $7,182-54.4% | $6,843-52.1% | $5,983-45.2% |
| Admin fee / account holder | $20 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |