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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 | $15,963 | $110,551-85.6% | $80,741-80.2% | $167,518-90.5% |
| Participation rate | 40.9% | 64.0%-23.0pp | 54.2%-13.3pp | 82.1%-41.2pp |
| Annual return | 24.99% | 120.57%-95.6pp | 87.30%-62.3pp | 478.71%-453.7pp |
| Employer contribution / active EE | $600 | $1,543-61.1% | $1,160-48.3% | $4,838-87.6% |
| Participant deferral / active EE | $3,147 | $2,870+9.6% | $2,145+46.7% | $6,342-50.4% |
| Admin fee / account holder | $136 | $4,547-97.0% | $3,380-96.0% | $12,312-98.9% |