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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 | $14,753 | $114,130-87.1% | $96,192-84.7% | $167,553-91.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 20.29% | 190.07%-169.8pp | 192.09%-171.8pp | 478.89%-458.6pp |
| Employer contribution / active EE | $1,221 | $3,431-64.4% | $2,799-56.4% | $4,840-74.8% |
| Participant deferral / active EE | $3,431 | $5,198-34.0% | $4,351-21.1% | $6,343-45.9% |
| Admin fee / account holder | $284 | $6,901-95.9% | $5,539-94.9% | $12,316-97.7% |