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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 | $8,633 | $102,938-91.6% | $94,105-90.8% | $138,895-93.8% |
| Participation rate | 64.3% | 74.6%-10.4pp | 71.9%-7.7pp | 79.9%-15.6pp |
| Annual return | 19.82% | 250.28%-230.5pp | 204.55%-184.7pp | 145.39%-125.6pp |
| Employer contribution / active EE | $940 | $2,732-65.6% | $2,504-62.4% | $4,194-77.6% |
| Participant deferral / active EE | $1,690 | $4,196-59.7% | $3,881-56.5% | $6,396-73.6% |
| Admin fee / account holder | $27 | $6,600-99.6% | $6,199-99.6% | $12,562-99.8% |