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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 | $44,441 | $160,040-72.2% | $147,096-69.8% | $145,877-69.5% |
| Participation rate | 30.8% | 84.0%-53.3pp | 82.2%-51.4pp | 80.3%-49.5pp |
| Annual return | 16.14% | 98.49%-82.4pp | 419.75%-403.6pp | 551.28%-535.1pp |
| Employer contribution / active EE | $1,361 | $5,289-74.3% | $4,936-72.4% | $4,663-70.8% |
| Participant deferral / active EE | $3,604 | $8,429-57.2% | $8,071-55.3% | $6,691-46.1% |
| Admin fee / account holder | $101 | $15,050-99.3% | $13,005-99.2% | $13,402-99.2% |