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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 | $12,409 | $103,038-88.0% | $90,324-86.3% | $152,909-91.9% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 27.44% | 95.25%-67.8pp | 78.15%-50.7pp | 345.46%-318.0pp |
| Employer contribution / active EE | $1,618 | $3,141-48.5% | $2,856-43.4% | $4,764-66.0% |
| Participant deferral / active EE | $4,852 | $4,282+13.3% | $3,885+24.9% | $5,851-17.1% |
| Admin fee / account holder | $278 | $6,177-95.5% | $5,356-94.8% | $11,601-97.6% |