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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 | $53,868 | $100,139-46.2% | $85,187-36.8% | $145,884-63.1% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 19.43% | 84.15%-64.7pp | 66.67%-47.2pp | 551.85%-532.4pp |
| Employer contribution / active EE | $1,433 | $3,238-55.7% | $2,732-47.6% | $4,662-69.3% |
| Participant deferral / active EE | $9,284 | $5,296+75.3% | $4,525+105.2% | $6,690+38.8% |
| Admin fee / account holder | $20 | $7,262-99.7% | $6,162-99.7% | $13,392-99.9% |