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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 | $108,897-74.7% | $100,378-72.6% | $145,877-81.1% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 14.56% | 58.17%-43.6pp | 49.41%-34.8pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,260 | $4,420-71.5% | $3,942-68.0% | $4,663-73.0% |
| Participant deferral / active EE | $3,159 | $8,455-62.6% | $8,087-60.9% | $6,691-52.8% |
| Admin fee / account holder | $52 | $9,690-99.5% | $7,899-99.3% | $13,402-99.6% |