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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 | $33,341 | $106,005-68.5% | $92,239-63.9% | $147,585-77.4% |
| Participation rate | 68.4% | 80.4%-12.0pp | 76.5%-8.1pp | 82.8%-14.4pp |
| Annual return | 15.76% | 50.05%-34.3pp | 176.29%-160.5pp | 578.58%-562.8pp |
| Employer contribution / active EE | $1,231 | $4,333-71.6% | $3,680-66.5% | $4,876-74.7% |
| Participant deferral / active EE | $1,693 | $4,478-62.2% | $3,897-56.5% | $5,439-68.9% |
| Admin fee / account holder | $87 | $6,333-98.6% | $5,194-98.3% | $10,886-99.2% |