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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 | $17,401 | $102,595-83.0% | $94,057-81.5% | $154,746-88.8% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 20.37% | 583.42%-563.0pp | 480.62%-460.2pp | 172.34%-152.0pp |
| Employer contribution / active EE | $1,581 | $3,147-49.8% | $2,933-46.1% | $4,379-63.9% |
| Participant deferral / active EE | $2,515 | $5,118-50.9% | $4,709-46.6% | $6,730-62.6% |
| Admin fee / account holder | $170 | $7,736-97.8% | $7,244-97.6% | $14,365-98.8% |