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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 | $24,582 | $166,268-85.2% | $165,100-85.1% | $145,897-83.2% |
| Participation rate | 38.9% | 82.0%-43.1pp | 78.6%-39.7pp | 80.3%-41.4pp |
| Annual return | 8.90% | 100.52%-91.6pp | 70.21%-61.3pp | 552.29%-543.4pp |
| Employer contribution / active EE | $2,008 | $5,284-62.0% | $4,348-53.8% | $4,663-56.9% |
| Participant deferral / active EE | $2,510 | $6,964-64.0% | $6,035-58.4% | $6,689-62.5% |
| Admin fee / account holder | $76 | $16,659-99.5% | $12,696-99.4% | $13,390-99.4% |