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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 | $24,079 | $166,242-85.5% | $165,071-85.4% | $145,884-83.5% |
| Participation rate | 56.3% | 82.0%-25.8pp | 78.6%-22.4pp | 80.3%-24.1pp |
| Annual return | 13.60% | 100.44%-86.8pp | 70.17%-56.6pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,576 | $5,283-70.2% | $4,347-63.7% | $4,662-66.2% |
| Participant deferral / active EE | $5,053 | $6,964-27.4% | $6,035-16.3% | $6,690-24.5% |
| Admin fee / account holder | $254 | $16,658-98.5% | $12,695-98.0% | $13,392-98.1% |