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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 | $114,130-83.5% | $96,192-80.4% | $167,553-88.8% |
| Participation rate | 60.0% | 75.1%-15.1pp | 68.4%-8.4pp | 82.1%-22.1pp |
| Annual return | 14.08% | 190.07%-176.0pp | 192.09%-178.0pp | 478.89%-464.8pp |
| Employer contribution / active EE | $1,107 | $3,431-67.7% | $2,799-60.5% | $4,840-77.1% |
| Participant deferral / active EE | $1,246 | $5,198-76.0% | $4,351-71.4% | $6,343-80.4% |
| Admin fee / account holder | $90 | $6,901-98.7% | $5,539-98.4% | $12,316-99.3% |