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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 | $166,131-85.2% | $164,975-85.1% | $145,877-83.1% |
| Participation rate | 38.9% | 82.0%-43.1pp | 78.6%-39.7pp | 80.3%-41.4pp |
| Annual return | 8.90% | 100.37%-91.5pp | 70.12%-61.2pp | 551.28%-542.4pp |
| Employer contribution / active EE | $2,008 | $5,276-61.9% | $4,343-53.8% | $4,663-56.9% |
| Participant deferral / active EE | $2,510 | $6,962-63.9% | $6,033-58.4% | $6,691-62.5% |
| Admin fee / account holder | $76 | $16,648-99.5% | $12,688-99.4% | $13,402-99.4% |