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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 | $11,407 | $70,366-83.8% | $66,674-82.9% | $138,895-91.8% |
| Participation rate | 44.4% | 76.2%-31.7pp | 73.7%-29.2pp | 79.9%-35.5pp |
| Annual return | 20.50% | 386.41%-365.9pp | 321.24%-300.7pp | 145.39%-124.9pp |
| Employer contribution / active EE | $1,916 | $2,765-30.7% | $2,620-26.9% | $4,194-54.3% |
| Participant deferral / active EE | $3,119 | $4,374-28.7% | $4,084-23.6% | $6,396-51.2% |
| Admin fee / account holder | $165 | $5,262-96.9% | $5,098-96.8% | $12,562-98.7% |