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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 | $27,021 | $159,978-83.1% | $147,041-81.6% | $145,978-81.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 15.77% | 98.36%-82.6pp | 419.21%-403.4pp | 550.52%-534.7pp |
| Employer contribution / active EE | $1,420 | $5,288-73.1% | $4,935-71.2% | $4,662-69.5% |
| Participant deferral / active EE | $4,340 | $8,429-48.5% | $8,071-46.2% | $6,690-35.1% |
| Admin fee / account holder | $10 | $15,053-99.9% | $13,006-99.9% | $13,400-99.9% |