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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 | $13,873 | $111,814-87.6% | $103,374-86.6% | $145,959-90.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 36.63% | 24.77%+11.9pp | 24.89%+11.7pp | 561.95%-525.3pp |
| Employer contribution / active EE | $1,511 | $4,214-64.1% | $3,869-60.9% | $4,661-67.6% |
| Participant deferral / active EE | $4,774 | $5,618-15.0% | $5,058-5.6% | $6,689-28.6% |
| Admin fee / account holder | $13 | $9,754-99.9% | $8,394-99.8% | $13,398-99.9% |