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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 | $165,351-85.2% | $149,710-83.7% | $158,931-84.6% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 36.16% | 348.19%-312.0pp | 276.63%-240.5pp | 302.86%-266.7pp |
| Employer contribution / active EE | $1,341 | $5,103-73.7% | $4,645-71.1% | $4,761-71.8% |
| Participant deferral / active EE | $4,076 | $7,181-43.2% | $6,842-40.4% | $5,982-31.9% |
| Admin fee / account holder | $9 | $10,807-99.9% | $9,309-99.9% | $11,247-99.9% |