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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 | $13,869 | $96,691-85.7% | $86,656-84.0% | $139,487-90.1% |
| Participation rate | 64.7% | 74.4%-9.7pp | 71.7%-7.0pp | 80.3%-15.6pp |
| Annual return | 23.34% | 106.87%-83.5pp | 593.09%-569.7pp | 373.84%-350.5pp |
| Employer contribution / active EE | $1,458 | $3,267-55.4% | $3,025-51.8% | $4,755-69.3% |
| Participant deferral / active EE | $2,901 | $4,838-40.0% | $4,439-34.7% | $6,713-56.8% |
| Admin fee / account holder | $198 | $6,414-96.9% | $5,619-96.5% | $11,407-98.3% |