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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 | $7,743 | $102,938-92.5% | $94,105-91.8% | $138,895-94.4% |
| Participation rate | 54.5% | 74.6%-20.1pp | 71.9%-17.4pp | 79.9%-25.4pp |
| Annual return | 19.77% | 250.28%-230.5pp | 204.55%-184.8pp | 145.39%-125.6pp |
| Employer contribution / active EE | $557 | $2,732-79.6% | $2,504-77.8% | $4,194-86.7% |
| Participant deferral / active EE | $2,146 | $4,196-48.9% | $3,881-44.7% | $6,396-66.4% |
| Admin fee / account holder | $63 | $6,600-99.1% | $6,199-99.0% | $12,562-99.5% |