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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 | $14,823 | $102,938-85.6% | $94,105-84.2% | $138,895-89.3% |
| Participation rate | 60.0% | 74.6%-14.6pp | 71.9%-11.9pp | 79.9%-19.9pp |
| Annual return | 24.69% | 250.28%-225.6pp | 204.55%-179.9pp | 145.39%-120.7pp |
| Employer contribution / active EE | $1,547 | $2,732-43.4% | $2,504-38.2% | $4,194-63.1% |
| Participant deferral / active EE | $2,812 | $4,196-33.0% | $3,881-27.5% | $6,396-56.0% |
| Admin fee / account holder | $20 | $6,600-99.7% | $6,199-99.7% | $12,562-99.8% |