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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 | $13,363 | $101,063-86.8% | $81,473-83.6% | $147,586-90.9% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | 111.90% | 32.41%+79.5pp | 38.78%+73.1pp | 578.59%-466.7pp |
| Employer contribution / active EE | $1,197 | $3,206-62.7% | $2,568-53.4% | $4,876-75.5% |
| Participant deferral / active EE | $1,263 | $4,242-70.2% | $3,537-64.3% | $5,439-76.8% |
| Admin fee / account holder | $89 | $5,812-98.5% | $4,561-98.0% | $10,886-99.2% |