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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 | $19,709 | $125,778-84.3% | $114,563-82.8% | $154,746-87.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.9%-6.2pp | 80.7%-14.0pp |
| Annual return | 22.11% | 295.14%-273.0pp | 241.09%-219.0pp | 172.34%-150.2pp |
| Employer contribution / active EE | $1,301 | $2,806-53.6% | $2,592-49.8% | $4,379-70.3% |
| Participant deferral / active EE | $2,070 | $4,445-53.4% | $4,142-50.0% | $6,730-69.2% |
| Admin fee / account holder | $253 | $8,190-96.9% | $7,623-96.7% | $14,365-98.2% |