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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 | $18,215 | $111,535-83.7% | $105,223-82.7% | $137,256-86.7% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 18.99% | 237.85%-218.9pp | 180.65%-161.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,095 | $3,939-72.2% | $3,689-70.3% | $4,156-73.7% |
| Participant deferral / active EE | $1,595 | $5,500-71.0% | $5,072-68.5% | $6,407-75.1% |
| Admin fee / account holder | $16 | $9,721-99.8% | $8,859-99.8% | $12,270-99.9% |