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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 | $30,036 | $159,978-81.2% | $147,041-79.6% | $145,978-79.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.32% | 98.36%-82.0pp | 419.21%-402.9pp | 550.52%-534.2pp |
| Employer contribution / active EE | $1,724 | $5,288-67.4% | $4,935-65.1% | $4,662-63.0% |
| Participant deferral / active EE | $4,339 | $8,429-48.5% | $8,071-46.2% | $6,690-35.1% |
| Admin fee / account holder | $16 | $15,053-99.9% | $13,006-99.9% | $13,400-99.9% |