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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 | $26,422 | $176,105-85.0% | $159,474-83.4% | $167,536-84.2% |
| Participation rate | 64.3% | 85.0%-20.7pp | 82.8%-18.5pp | 82.1%-17.8pp |
| Annual return | 26.10% | 331.91%-305.8pp | 263.68%-237.6pp | 478.82%-452.7pp |
| Employer contribution / active EE | $2,614 | $5,299-50.7% | $4,831-45.9% | $4,839-46.0% |
| Participant deferral / active EE | $5,335 | $7,751-31.2% | $7,353-27.4% | $6,342-15.9% |
| Admin fee / account holder | $122 | $12,559-99.0% | $10,802-98.9% | $12,315-99.0% |