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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 | $21,277 | $101,063-78.9% | $81,473-73.9% | $147,586-85.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | 25.98% | 32.41%-6.4pp | 38.78%-12.8pp | 578.59%-552.6pp |
| Employer contribution / active EE | $2,256 | $3,206-29.6% | $2,568-12.1% | $4,876-53.7% |
| Participant deferral / active EE | $12,963 | $4,242+205.6% | $3,537+266.5% | $5,439+138.3% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |