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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 | $17,401 | $72,071-75.9% | $68,368-74.5% | $137,256-87.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 20.37% | 353.14%-332.8pp | 292.57%-272.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,581 | $2,788-43.3% | $2,649-40.3% | $4,156-62.0% |
| Participant deferral / active EE | $2,515 | $4,410-43.0% | $4,123-39.0% | $6,407-60.7% |
| Admin fee / account holder | $170 | $5,336-96.8% | $5,150-96.7% | $12,270-98.6% |