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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 | $125,778-88.3% | $114,563-87.2% | $154,746-90.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.9%-6.2pp | 80.7%-14.0pp |
| Annual return | 23.40% | 295.14%-271.7pp | 241.09%-217.7pp | 172.34%-148.9pp |
| Employer contribution / active EE | $1,279 | $2,806-54.4% | $2,592-50.6% | $4,379-70.8% |
| Participant deferral / active EE | $1,919 | $4,445-56.8% | $4,142-53.7% | $6,730-71.5% |
| Admin fee / account holder | $28 | $8,190-99.7% | $7,623-99.6% | $14,365-99.8% |