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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 | $28,492 | $118,869-76.0% | $96,575-70.5% | $167,518-83.0% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 13.85% | 50.49%-36.6pp | 37.79%-23.9pp | 478.71%-464.9pp |
| Employer contribution / active EE | $1,141 | $3,120-63.4% | $2,357-51.6% | $4,838-76.4% |
| Participant deferral / active EE | $3,743 | $4,616-18.9% | $3,849-2.7% | $6,342-41.0% |
| Admin fee / account holder | $244 | $8,067-97.0% | $6,182-96.1% | $12,312-98.0% |