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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 | $28,861 | $129,737-77.8% | $119,126-75.8% | $154,746-81.3% |
| Participation rate | 36.4% | 78.9%-42.5pp | 75.8%-39.4pp | 80.7%-44.3pp |
| Annual return | 23.83% | 379.08%-355.3pp | 282.11%-258.3pp | 172.34%-148.5pp |
| Employer contribution / active EE | $1,124 | $4,375-74.3% | $4,034-72.1% | $4,379-74.3% |
| Participant deferral / active EE | $2,134 | $5,842-63.5% | $5,318-59.9% | $6,730-68.3% |
| Admin fee / account holder | $15 | $11,961-99.9% | $10,693-99.9% | $14,365-99.9% |