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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 | $17,853 | $90,614-80.3% | $76,089-76.5% | $145,877-87.8% |
| Participation rate | 68.4% | 74.5%-6.1pp | 69.1%-0.7pp | 80.3%-11.9pp |
| Annual return | 12.56% | 623.80%-611.2pp | 360.94%-348.4pp | 551.28%-538.7pp |
| Employer contribution / active EE | $1,145 | $3,324-65.6% | $2,690-57.4% | $4,663-75.4% |
| Participant deferral / active EE | $2,671 | $5,168-48.3% | $4,259-37.3% | $6,691-60.1% |
| Admin fee / account holder | $32 | $8,376-99.6% | $6,418-99.5% | $13,402-99.8% |