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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 | $18,894 | $99,921-81.1% | $85,009-77.8% | $145,959-87.1% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 16.84% | 83.89%-67.0pp | 66.47%-49.6pp | 561.95%-545.1pp |
| Employer contribution / active EE | $1,951 | $3,233-39.7% | $2,728-28.5% | $4,661-58.1% |
| Participant deferral / active EE | $3,270 | $5,293-38.2% | $4,522-27.7% | $6,689-51.1% |
| Admin fee / account holder | $242 | $7,252-96.7% | $6,153-96.1% | $13,398-98.2% |