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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 | $52,021 | $160,040-67.5% | $147,096-64.6% | $145,877-64.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 17.54% | 98.49%-81.0pp | 419.75%-402.2pp | 551.28%-533.7pp |
| Employer contribution / active EE | $1,055 | $5,289-80.1% | $4,936-78.6% | $4,663-77.4% |
| Participant deferral / active EE | $3,652 | $8,429-56.7% | $8,071-54.7% | $6,691-45.4% |
| Admin fee / account holder | $40 | $15,050-99.7% | $13,005-99.7% | $13,402-99.7% |