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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 | $15,221 | $134,817-88.7% | $123,973-87.7% | $155,188-90.2% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.7%-16.7pp | 80.8%-20.8pp |
| Annual return | 15.44% | 515.49%-500.1pp | 388.13%-372.7pp | 148.84%-133.4pp |
| Employer contribution / active EE | $4,289 | $4,425-3.1% | $4,126+4.0% | $4,248+1.0% |
| Participant deferral / active EE | $4,289 | $5,706-24.8% | $5,247-18.2% | $6,531-34.3% |
| Admin fee / account holder | $35 | $13,245-99.7% | $11,799-99.7% | $14,480-99.8% |