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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 | $27,776 | $175,231-84.1% | $149,696-81.4% | $139,466-80.1% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 20.42% | 166.77%-146.4pp | 134.46%-114.0pp | 373.66%-353.2pp |
| Employer contribution / active EE | $1,659 | $5,478-69.7% | $4,821-65.6% | $4,754-65.1% |
| Participant deferral / active EE | $6,034 | $6,521-7.5% | $5,682+6.2% | $6,712-10.1% |
| Admin fee / account holder | $192 | $16,155-98.8% | $13,212-98.5% | $11,409-98.3% |