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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 | $29,674 | $99,652-70.2% | $78,778-62.3% | $147,585-79.9% |
| Participation rate | 57.1% | 76.2%-19.1pp | 69.2%-12.0pp | 82.8%-25.7pp |
| Annual return | 24.00% | 47.28%-23.3pp | 35.62%-11.6pp | 578.58%-554.6pp |
| Employer contribution / active EE | $11,668 | $2,796+317.4% | $1,986+487.6% | $4,876+139.3% |
| Participant deferral / active EE | $2,002 | $3,664-45.4% | $2,958-32.3% | $5,439-63.2% |
| Admin fee / account holder | $242 | $7,155-96.6% | $5,134-95.3% | $10,886-97.8% |