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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 | $21,370 | $175,257-87.8% | $149,717-85.7% | $139,456-84.7% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 20.56% | 166.70%-146.1pp | 134.41%-113.8pp | 373.45%-352.9pp |
| Employer contribution / active EE | $1,541 | $5,477-71.9% | $4,820-68.0% | $4,753-67.6% |
| Participant deferral / active EE | $3,312 | $6,521-49.2% | $5,682-41.7% | $6,711-50.6% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |