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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 | $26,632 | $125,184-78.7% | $105,607-74.8% | $145,884-81.7% |
| Participation rate | 40.0% | 77.6%-37.6pp | 75.3%-35.3pp | 80.3%-40.3pp |
| Annual return | 14.99% | 225.00%-210.0pp | 116.11%-101.1pp | 551.85%-536.9pp |
| Employer contribution / active EE | $1,267 | $3,720-65.9% | $3,167-60.0% | $4,662-72.8% |
| Participant deferral / active EE | $1,640 | $5,714-71.3% | $5,011-67.3% | $6,690-75.5% |
| Admin fee / account holder | $223 | $17,133-98.7% | $10,958-98.0% | $13,392-98.3% |