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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 | $57,630 | $159,934-64.0% | $147,005-60.8% | $145,959-60.5% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 14.11% | 98.24%-84.1pp | 418.76%-404.7pp | 561.95%-547.8pp |
| Employer contribution / active EE | $1,816 | $5,287-65.7% | $4,934-63.2% | $4,661-61.0% |
| Participant deferral / active EE | $4,416 | $8,427-47.6% | $8,070-45.3% | $6,689-34.0% |
| Admin fee / account holder | $18 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |