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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 | $15,008 | $104,937-85.7% | $84,628-82.3% | $152,897-90.2% |
| Participation rate | 62.5% | 74.8%-12.3pp | 68.2%-5.7pp | 82.5%-20.0pp |
| Annual return | 15.17% | 373.88%-358.7pp | 258.80%-243.6pp | 345.43%-330.3pp |
| Employer contribution / active EE | $2,210 | $3,303-33.1% | $2,653-16.7% | $4,764-53.6% |
| Participant deferral / active EE | $6,327 | $4,690+34.9% | $3,900+62.2% | $5,851+8.1% |
| Admin fee / account holder | $136 | $6,243-97.8% | $4,914-97.2% | $11,599-98.8% |