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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 | $14,663 | $100,203-85.4% | $85,240-82.8% | $145,897-89.9% |
| Participation rate | 56.3% | 74.1%-17.9pp | 67.5%-11.3pp | 80.3%-24.1pp |
| Annual return | 41.70% | 84.28%-42.6pp | 66.75%-25.1pp | 552.29%-510.6pp |
| Employer contribution / active EE | $1,223 | $3,242-62.3% | $2,735-55.3% | $4,663-73.8% |
| Participant deferral / active EE | $1,665 | $5,299-68.6% | $4,527-63.2% | $6,689-75.1% |
| Admin fee / account holder | $159 | $7,265-97.8% | $6,165-97.4% | $13,390-98.8% |