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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 | $24,019 | $124,336-80.7% | $111,303-78.4% | $167,518-85.7% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 18.39% | 37.45%-19.1pp | 54.66%-36.3pp | 478.71%-460.3pp |
| Employer contribution / active EE | $2,338 | $3,436-32.0% | $2,731-14.4% | $4,838-51.7% |
| Participant deferral / active EE | $2,969 | $5,181-42.7% | $4,487-33.8% | $6,342-53.2% |
| Admin fee / account holder | $124 | $10,623-98.8% | $7,966-98.4% | $12,312-99.0% |