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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 | $100,203-81.1% | $85,240-77.8% | $145,897-87.0% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 16.84% | 84.28%-67.4pp | 66.75%-49.9pp | 552.29%-535.5pp |
| Employer contribution / active EE | $1,951 | $3,242-39.8% | $2,735-28.7% | $4,663-58.2% |
| Participant deferral / active EE | $3,270 | $5,299-38.3% | $4,527-27.8% | $6,689-51.1% |
| Admin fee / account holder | $242 | $7,265-96.7% | $6,165-96.1% | $13,390-98.2% |