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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 | $12,774 | $105,929-87.9% | $81,926-84.4% | $158,950-92.0% |
| Participation rate | 57.1% | 75.6%-18.5pp | 72.0%-14.8pp | 82.0%-24.8pp |
| Annual return | 14.75% | 38.19%-23.4pp | 29.49%-14.7pp | 302.91%-288.2pp |
| Employer contribution / active EE | $1,416 | $7,802-81.9% | $4,310-67.2% | $4,762-70.3% |
| Participant deferral / active EE | $1,915 | $13,007-85.3% | $7,108-73.1% | $5,983-68.0% |
| Admin fee / account holder | $99 | $8,492-98.8% | $5,159-98.1% | $11,248-99.1% |