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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 | $23,136 | $157,296-85.3% | $141,191-83.6% | $152,897-84.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 32.76% | 64.34%-31.6pp | 71.41%-38.6pp | 345.43%-312.7pp |
| Employer contribution / active EE | $1,155 | $5,262-78.1% | $4,736-75.6% | $4,764-75.8% |
| Participant deferral / active EE | $5,750 | $7,111-19.1% | $6,710-14.3% | $5,851-1.7% |
| Admin fee / account holder | $26 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |