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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 | $46,873 | $202,463-76.8% | $169,397-72.3% | $139,487-66.4% |
| Participation rate | 64.3% | 81.1%-16.8pp | 77.2%-12.9pp | 80.3%-16.1pp |
| Annual return | 22.75% | 532.64%-509.9pp | 406.23%-383.5pp | 373.84%-351.1pp |
| Employer contribution / active EE | $1,476 | $4,694-68.6% | $4,013-63.2% | $4,755-69.0% |
| Participant deferral / active EE | $4,117 | $6,941-40.7% | $6,223-33.8% | $6,713-38.7% |
| Admin fee / account holder | $28 | $10,726-99.7% | $9,017-99.7% | $11,407-99.8% |