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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 | $14,686 | $126,113-88.4% | $116,096-87.4% | $155,188-90.5% |
| Participation rate | 66.7% | 75.1%-8.5pp | 73.3%-6.7pp | 80.8%-14.1pp |
| Annual return | 23.40% | 391.72%-368.3pp | 326.25%-302.8pp | 148.84%-125.4pp |
| Employer contribution / active EE | $1,279 | $2,672-52.1% | $2,503-48.9% | $4,248-69.9% |
| Participant deferral / active EE | $1,919 | $4,162-53.9% | $3,952-51.4% | $6,531-70.6% |
| Admin fee / account holder | $28 | $8,045-99.7% | $7,704-99.6% | $14,480-99.8% |