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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 | $166,020-85.2% | $164,866-85.1% | $145,959-83.2% |
| Participation rate | 38.9% | 82.0%-43.1pp | 78.6%-39.7pp | 80.3%-41.4pp |
| Annual return | 8.90% | 100.08%-91.2pp | 69.97%-61.1pp | 561.95%-553.0pp |
| Employer contribution / active EE | $2,008 | $5,275-61.9% | $4,343-53.8% | $4,661-56.9% |
| Participant deferral / active EE | $2,510 | $6,961-63.9% | $6,033-58.4% | $6,689-62.5% |
| Admin fee / account holder | $76 | $16,644-99.5% | $12,689-99.4% | $13,398-99.4% |