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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 | $21,284 | $160,040-86.7% | $147,096-85.5% | $145,877-85.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 20.26% | 98.49%-78.2pp | 419.75%-399.5pp | 551.28%-531.0pp |
| Employer contribution / active EE | $1,259 | $5,289-76.2% | $4,936-74.5% | $4,663-73.0% |
| Participant deferral / active EE | $6,285 | $8,429-25.4% | $8,071-22.1% | $6,691-6.1% |
| Admin fee / account holder | $40 | $15,050-99.7% | $13,005-99.7% | $13,402-99.7% |