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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 | $10,006 | $100,073-90.0% | $85,126-88.2% | $145,877-93.1% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 12.62% | 84.11%-71.5pp | 66.63%-54.0pp | 551.28%-538.7pp |
| Employer contribution / active EE | $1,091 | $3,236-66.3% | $2,731-60.0% | $4,663-76.6% |
| Participant deferral / active EE | $2,120 | $5,294-60.0% | $4,523-53.1% | $6,691-68.3% |
| Admin fee / account holder | $185 | $7,261-97.4% | $6,160-97.0% | $13,402-98.6% |