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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 | $21,593 | $227,633-90.5% | $189,597-88.6% | $167,553-87.1% |
| Participation rate | 64.3% | 82.5%-18.2pp | 78.4%-14.2pp | 82.1%-17.8pp |
| Annual return | 14.30% | 78.45%-64.1pp | 64.20%-49.9pp | 478.89%-464.6pp |
| Employer contribution / active EE | $1,596 | $5,317-70.0% | $4,412-63.8% | $4,840-67.0% |
| Participant deferral / active EE | $1,494 | $7,003-78.7% | $6,174-75.8% | $6,343-76.4% |
| Admin fee / account holder | $25 | $11,879-99.8% | $9,807-99.7% | $12,316-99.8% |