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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 | $24,430 | $165,399-85.2% | $149,745-83.7% | $158,982-84.6% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 36.16% | 348.34%-312.2pp | 276.72%-240.6pp | 302.99%-266.8pp |
| Employer contribution / active EE | $1,341 | $5,105-73.7% | $4,646-71.1% | $4,763-71.8% |
| Participant deferral / active EE | $4,076 | $7,183-43.3% | $6,843-40.4% | $5,983-31.9% |
| Admin fee / account holder | $9 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |