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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 | $27,252 | $175,231-84.4% | $149,696-81.8% | $139,466-80.5% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 14.30% | 166.77%-152.5pp | 134.46%-120.2pp | 373.66%-359.4pp |
| Employer contribution / active EE | $1,152 | $5,478-79.0% | $4,821-76.1% | $4,754-75.8% |
| Participant deferral / active EE | $2,116 | $6,521-67.5% | $5,682-62.8% | $6,712-68.5% |
| Admin fee / account holder | $270 | $16,155-98.3% | $13,212-98.0% | $11,409-97.6% |