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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 | $160,040-84.2% | $147,096-82.8% | $145,877-82.7% |
| Participation rate | 38.9% | 84.0%-45.1pp | 82.2%-43.3pp | 80.3%-41.4pp |
| Annual return | 26.14% | 98.49%-72.4pp | 419.75%-393.6pp | 551.28%-525.1pp |
| Employer contribution / active EE | $1,318 | $5,289-75.1% | $4,936-73.3% | $4,663-71.7% |
| Participant deferral / active EE | $5,607 | $8,429-33.5% | $8,071-30.5% | $6,691-16.2% |
| Admin fee / account holder | $19 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |