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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 | $26,739 | $160,028-83.3% | $147,080-81.8% | $145,884-81.7% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 30.46% | 98.60%-68.1pp | 420.17%-389.7pp | 551.85%-521.4pp |
| Employer contribution / active EE | $1,146 | $5,286-78.3% | $4,933-76.8% | $4,662-75.4% |
| Participant deferral / active EE | $5,122 | $8,422-39.2% | $8,066-36.5% | $6,690-23.4% |
| Admin fee / account holder | $33 | $15,030-99.8% | $12,989-99.7% | $13,392-99.8% |