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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 | $17,726 | $115,814-84.7% | $101,275-82.5% | $158,982-88.9% |
| Participation rate | 23.5% | 79.4%-55.8pp | 75.8%-52.3pp | 82.0%-58.4pp |
| Annual return | 57.69% | 56.16%+1.5pp | 46.48%+11.2pp | 302.99%-245.3pp |
| Employer contribution / active EE | $1,380 | $4,176-67.0% | $3,660-62.3% | $4,763-71.0% |
| Participant deferral / active EE | $3,093 | $4,958-37.6% | $4,371-29.2% | $5,983-48.3% |
| Admin fee / account holder | $20 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |