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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 | $15,470 | $105,960-85.4% | $81,726-81.1% | $158,982-90.3% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.0%-12.0pp | 82.0%-22.0pp |
| Annual return | 675.87% | 38.19%+637.7pp | 29.49%+646.4pp | 302.99%+372.9pp |
| Employer contribution / active EE | $2,003 | $7,805-74.3% | $4,311-53.5% | $4,763-58.0% |
| Participant deferral / active EE | $6,027 | $13,011-53.7% | $7,108-15.2% | $5,983+0.7% |
| Admin fee / account holder | $244 | $8,494-97.1% | $5,160-95.3% | $11,252-97.8% |