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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 | $14,088 | $114,119-87.7% | $107,187-86.9% | $138,895-89.9% |
| Participation rate | 65.0% | 78.1%-13.1pp | 75.0%-10.0pp | 79.9%-14.9pp |
| Annual return | 25.38% | 273.21%-247.8pp | 204.55%-179.2pp | 145.39%-120.0pp |
| Employer contribution / active EE | $1,500 | $4,059-63.0% | $3,782-60.3% | $4,194-64.2% |
| Participant deferral / active EE | $1,500 | $5,538-72.9% | $5,096-70.6% | $6,396-76.5% |
| Admin fee / account holder | $48 | $10,024-99.5% | $9,162-99.5% | $12,562-99.6% |