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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 | $27,549 | $108,942-74.7% | $100,415-72.6% | $145,897-81.1% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 14.56% | 58.27%-43.7pp | 49.47%-34.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,260 | $4,422-71.5% | $3,943-68.1% | $4,663-73.0% |
| Participant deferral / active EE | $3,159 | $8,461-62.7% | $8,091-61.0% | $6,689-52.8% |
| Admin fee / account holder | $52 | $9,702-99.5% | $7,906-99.3% | $13,390-99.6% |