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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 | $23,962 | $117,895-79.7% | $102,460-76.6% | $145,897-83.6% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 19.94% | 31.92%-12.0pp | 29.47%-9.5pp | 552.29%-532.4pp |
| Employer contribution / active EE | $10,519 | $3,619+190.7% | $3,025+247.7% | $4,663+125.6% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $185 | $13,353-98.6% | $9,460-98.0% | $13,390-98.6% |