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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 | $17,587 | $103,038-82.9% | $90,324-80.5% | $152,909-88.5% |
| Participation rate | 18.8% | 75.9%-57.1pp | 73.3%-54.5pp | 82.5%-63.7pp |
| Annual return | 13.73% | 95.25%-81.5pp | 78.15%-64.4pp | 345.46%-331.7pp |
| Employer contribution / active EE | $1,656 | $3,141-47.3% | $2,856-42.0% | $4,764-65.2% |
| Participant deferral / active EE | $1,592 | $4,282-62.8% | $3,885-59.0% | $5,851-72.8% |
| Admin fee / account holder | $59 | $6,177-99.0% | $5,356-98.9% | $11,601-99.5% |