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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 | $17,851 | $132,634-86.5% | $115,768-84.6% | $137,256-87.0% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 22.51% | 160.70%-138.2pp | 100.46%-77.9pp | 220.34%-197.8pp |
| Employer contribution / active EE | $1,131 | $3,360-66.3% | $2,940-61.5% | $4,156-72.8% |
| Participant deferral / active EE | $1,575 | $5,619-72.0% | $4,917-68.0% | $6,407-75.4% |
| Admin fee / account holder | $36 | $15,028-99.8% | $12,439-99.7% | $12,270-99.7% |