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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 | $20,656 | $159,934-87.1% | $147,005-85.9% | $145,959-85.8% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.7pp |
| Annual return | 18.27% | 98.24%-80.0pp | 418.76%-400.5pp | 561.95%-543.7pp |
| Employer contribution / active EE | $1,276 | $5,287-75.9% | $4,934-74.1% | $4,661-72.6% |
| Participant deferral / active EE | $3,682 | $8,427-56.3% | $8,070-54.4% | $6,689-44.9% |
| Admin fee / account holder | $5 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |