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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 | $13,663 | $72,071-81.0% | $68,368-80.0% | $137,256-90.0% |
| Participation rate | 68.8% | 76.2%-7.5pp | 73.8%-5.0pp | 80.0%-11.2pp |
| Annual return | 27.19% | 353.14%-325.9pp | 292.57%-265.4pp | 220.34%-193.1pp |
| Employer contribution / active EE | $1,415 | $2,788-49.2% | $2,649-46.6% | $4,156-65.9% |
| Participant deferral / active EE | $1,535 | $4,410-65.2% | $4,123-62.8% | $6,407-76.0% |
| Admin fee / account holder | $129 | $5,336-97.6% | $5,150-97.5% | $12,270-98.9% |