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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 | $25,291 | $159,934-84.2% | $147,005-82.8% | $145,959-82.7% |
| Participation rate | 38.9% | 84.0%-45.1pp | 82.2%-43.3pp | 80.3%-41.4pp |
| Annual return | 26.14% | 98.24%-72.1pp | 418.76%-392.6pp | 561.95%-535.8pp |
| Employer contribution / active EE | $1,318 | $5,287-75.1% | $4,934-73.3% | $4,661-71.7% |
| Participant deferral / active EE | $5,607 | $8,427-33.5% | $8,070-30.5% | $6,689-16.2% |
| Admin fee / account holder | $19 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |