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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 | $24,027 | $202,440-88.1% | $169,390-85.8% | $139,466-82.8% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 24.46% | 532.36%-507.9pp | 406.07%-381.6pp | 373.66%-349.2pp |
| Employer contribution / active EE | $1,224 | $4,693-73.9% | $4,013-69.5% | $4,754-74.3% |
| Participant deferral / active EE | $4,850 | $6,940-30.1% | $6,222-22.1% | $6,712-27.7% |
| Admin fee / account holder | $28 | $10,722-99.7% | $9,015-99.7% | $11,409-99.8% |