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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 | $16,245 | $111,535-85.4% | $105,223-84.6% | $137,256-88.2% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 25.70% | 237.85%-212.2pp | 180.65%-154.9pp | 220.34%-194.6pp |
| Employer contribution / active EE | $1,980 | $3,939-49.7% | $3,689-46.3% | $4,156-52.4% |
| Participant deferral / active EE | $2,411 | $5,500-56.2% | $5,072-52.5% | $6,407-62.4% |
| Admin fee / account holder | $163 | $9,721-98.3% | $8,859-98.2% | $12,270-98.7% |