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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 | $126,113-88.2% | $116,096-87.2% | $155,188-90.4% |
| Participation rate | 60.0% | 75.1%-15.1pp | 73.3%-13.3pp | 80.8%-20.8pp |
| Annual return | 24.69% | 391.72%-367.0pp | 326.25%-301.6pp | 148.84%-124.1pp |
| Employer contribution / active EE | $1,547 | $2,672-42.1% | $2,503-38.2% | $4,248-63.6% |
| Participant deferral / active EE | $2,812 | $4,162-32.4% | $3,952-28.8% | $6,531-56.9% |
| Admin fee / account holder | $20 | $8,045-99.8% | $7,704-99.7% | $14,480-99.9% |