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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 | $13,685 | $72,071-81.0% | $68,368-80.0% | $137,256-90.0% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 22.73% | 353.14%-330.4pp | 292.57%-269.8pp | 220.34%-197.6pp |
| Employer contribution / active EE | $1,815 | $2,788-34.9% | $2,649-31.5% | $4,156-56.3% |
| Participant deferral / active EE | $3,821 | $4,410-13.3% | $4,123-7.3% | $6,407-40.4% |
| Admin fee / account holder | $86 | $5,336-98.4% | $5,150-98.3% | $12,270-99.3% |