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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 | $18,031 | $102,638-82.4% | $81,982-78.0% | $158,982-88.7% |
| Participation rate | 62.5% | 75.5%-13.0pp | 69.3%-6.8pp | 82.0%-19.5pp |
| Annual return | 19.10% | 61.05%-42.0pp | 41.31%-22.2pp | 302.99%-283.9pp |
| Employer contribution / active EE | $1,902 | $3,241-41.3% | $2,498-23.9% | $4,763-60.1% |
| Participant deferral / active EE | $2,139 | $4,649-54.0% | $3,722-42.5% | $5,983-64.3% |
| Admin fee / account holder | $107 | $8,237-98.7% | $5,665-98.1% | $11,252-99.0% |