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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 | $34,817 | $210,698-83.5% | $178,014-80.4% | $145,959-76.1% |
| Participation rate | 61.5% | 80.8%-19.2pp | 77.1%-15.5pp | 80.3%-18.7pp |
| Annual return | 13.36% | 386.27%-372.9pp | 294.80%-281.4pp | 561.95%-548.6pp |
| Employer contribution / active EE | $1,688 | $4,567-63.0% | $3,950-57.3% | $4,661-63.8% |
| Participant deferral / active EE | $1,945 | $6,958-72.0% | $6,276-69.0% | $6,689-70.9% |
| Admin fee / account holder | $25 | $12,016-99.8% | $10,362-99.8% | $13,398-99.8% |