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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 | $18,817 | $114,047-83.5% | $96,144-80.4% | $167,497-88.8% |
| Participation rate | 60.0% | 75.1%-15.1pp | 68.4%-8.4pp | 82.1%-22.1pp |
| Annual return | 14.08% | 189.89%-175.8pp | 191.96%-177.9pp | 478.62%-464.5pp |
| Employer contribution / active EE | $1,107 | $3,427-67.7% | $2,797-60.4% | $4,838-77.1% |
| Participant deferral / active EE | $1,246 | $5,194-76.0% | $4,349-71.4% | $6,341-80.4% |
| Admin fee / account holder | $90 | $6,897-98.7% | $5,537-98.4% | $12,310-99.3% |