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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 | $110,379-87.4% | $102,412-86.5% | $145,884-90.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 36.63% | 24.84%+11.8pp | 24.94%+11.7pp | 551.85%-515.2pp |
| Employer contribution / active EE | $1,511 | $4,216-64.2% | $3,870-60.9% | $4,662-67.6% |
| Participant deferral / active EE | $4,774 | $5,622-15.1% | $5,060-5.6% | $6,690-28.6% |
| Admin fee / account holder | $13 | $9,745-99.9% | $8,388-99.8% | $13,392-99.9% |