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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 | $4,570 | $102,938-95.6% | $94,105-95.1% | $138,895-96.7% |
| Participation rate | 69.2% | 74.6%-5.4pp | 71.9%-2.7pp | 79.9%-10.7pp |
| Annual return | 24.49% | 250.28%-225.8pp | 204.55%-180.1pp | 145.39%-120.9pp |
| Employer contribution / active EE | $670 | $2,732-75.5% | $2,504-73.2% | $4,194-84.0% |
| Participant deferral / active EE | $816 | $4,196-80.5% | $3,881-79.0% | $6,396-87.2% |
| Admin fee / account holder | $28 | $6,600-99.6% | $6,199-99.5% | $12,562-99.8% |