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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 | $17,611 | $202,460-91.3% | $169,385-89.6% | $139,456-87.4% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 25.38% | 532.07%-506.7pp | 405.82%-380.4pp | 373.45%-348.1pp |
| Employer contribution / active EE | $1,444 | $4,691-69.2% | $4,012-64.0% | $4,753-69.6% |
| Participant deferral / active EE | $1,605 | $6,938-76.9% | $6,221-74.2% | $6,711-76.1% |
| Admin fee / account holder | $6 | $10,719-99.9% | $9,011-99.9% | $11,407-99.9% |