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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 | $15,556 | $96,678-83.9% | $86,640-82.0% | $139,466-88.8% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 17.81% | 106.69%-88.9pp | 592.52%-574.7pp | 373.66%-355.9pp |
| Employer contribution / active EE | $1,055 | $3,265-67.7% | $3,024-65.1% | $4,754-77.8% |
| Participant deferral / active EE | $1,055 | $4,837-78.2% | $4,438-76.2% | $6,712-84.3% |
| Admin fee / account holder | $125 | $6,410-98.0% | $5,616-97.8% | $11,409-98.9% |