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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 | $25,465 | $111,785-77.2% | $93,669-72.8% | $145,877-82.5% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | 9.88% | 203.79%-193.9pp | 133.59%-123.7pp | 551.28%-541.4pp |
| Employer contribution / active EE | $1,094 | $3,096-64.7% | $2,424-54.9% | $4,663-76.5% |
| Participant deferral / active EE | $2,245 | $4,919-54.4% | $4,416-49.2% | $6,691-66.4% |
| Admin fee / account holder | $193 | $10,256-98.1% | $8,291-97.7% | $13,402-98.6% |