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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 | $37,344 | $111,814-66.6% | $93,654-60.1% | $145,959-74.4% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 17.79% | 203.30%-185.5pp | 133.34%-115.6pp | 561.95%-544.2pp |
| Employer contribution / active EE | $1,481 | $3,092-52.1% | $2,421-38.8% | $4,661-68.2% |
| Participant deferral / active EE | $1,852 | $4,914-62.3% | $4,413-58.0% | $6,689-72.3% |
| Admin fee / account holder | $35 | $10,246-99.7% | $8,282-99.6% | $13,398-99.7% |