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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 | $102,595-86.7% | $94,057-85.5% | $154,746-91.2% |
| Participation rate | 68.8% | 76.0%-7.2pp | 73.3%-4.6pp | 80.7%-12.0pp |
| Annual return | 27.19% | 583.42%-556.2pp | 480.62%-453.4pp | 172.34%-145.1pp |
| Employer contribution / active EE | $1,415 | $3,147-55.0% | $2,933-51.7% | $4,379-67.7% |
| Participant deferral / active EE | $1,535 | $5,118-70.0% | $4,709-67.4% | $6,730-77.2% |
| Admin fee / account holder | $129 | $7,736-98.3% | $7,244-98.2% | $14,365-99.1% |