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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 | $18,210 | $72,071-74.7% | $68,368-73.4% | $137,256-86.7% |
| Participation rate | 45.5% | 76.2%-30.8pp | 73.8%-28.3pp | 80.0%-34.5pp |
| Annual return | 21.89% | 353.14%-331.3pp | 292.57%-270.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $1,014 | $2,788-63.6% | $2,649-61.7% | $4,156-75.6% |
| Participant deferral / active EE | $1,567 | $4,410-64.5% | $4,123-62.0% | $6,407-75.5% |
| Admin fee / account holder | $181 | $5,336-96.6% | $5,150-96.5% | $12,270-98.5% |