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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 | $160,040-87.1% | $147,096-86.0% | $145,877-85.8% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 18.27% | 98.49%-80.2pp | 419.75%-401.5pp | 551.28%-533.0pp |
| Employer contribution / active EE | $1,276 | $5,289-75.9% | $4,936-74.1% | $4,663-72.6% |
| Participant deferral / active EE | $3,682 | $8,429-56.3% | $8,071-54.4% | $6,691-45.0% |
| Admin fee / account holder | $5 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |