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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 | $22,008 | $100,139-78.0% | $85,187-74.2% | $145,884-84.9% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 10.16% | 84.15%-74.0pp | 66.67%-56.5pp | 551.85%-541.7pp |
| Employer contribution / active EE | $1,763 | $3,238-45.6% | $2,732-35.5% | $4,662-62.2% |
| Participant deferral / active EE | $2,648 | $5,296-50.0% | $4,525-41.5% | $6,690-60.4% |
| Admin fee / account holder | $152 | $7,262-97.9% | $6,162-97.5% | $13,392-98.9% |