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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 | $17,221 | $108,882-84.2% | $96,754-82.2% | $154,746-88.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 16.37% | 98.39%-82.0pp | 82.04%-65.7pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,500 | $3,018-50.3% | $2,679-44.0% | $4,379-65.7% |
| Participant deferral / active EE | $3,964 | $5,323-25.5% | $4,758-16.7% | $6,730-41.1% |
| Admin fee / account holder | $120 | $10,200-98.8% | $8,905-98.6% | $14,365-99.2% |