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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 | $24,121 | $159,978-84.9% | $147,041-83.6% | $145,978-83.5% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 13.92% | 98.36%-84.4pp | 419.21%-405.3pp | 550.52%-536.6pp |
| Employer contribution / active EE | $1,614 | $5,288-69.5% | $4,935-67.3% | $4,662-65.4% |
| Participant deferral / active EE | $3,987 | $8,429-52.7% | $8,071-50.6% | $6,690-40.4% |
| Admin fee / account holder | $27 | $15,053-99.8% | $13,006-99.8% | $13,400-99.8% |