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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 | $134,817-78.6% | $123,973-76.7% | $155,188-81.4% |
| Participation rate | 36.4% | 79.4%-43.0pp | 76.7%-40.3pp | 80.8%-44.4pp |
| Annual return | 23.83% | 515.49%-491.7pp | 388.13%-364.3pp | 148.84%-125.0pp |
| Employer contribution / active EE | $1,124 | $4,425-74.6% | $4,126-72.8% | $4,248-73.5% |
| Participant deferral / active EE | $2,134 | $5,706-62.6% | $5,247-59.3% | $6,531-67.3% |
| Admin fee / account holder | $15 | $13,245-99.9% | $11,799-99.9% | $14,480-99.9% |