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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 | $13,155 | $109,967-88.0% | $97,197-86.5% | $145,877-91.0% |
| Participation rate | 68.8% | 76.0%-7.2pp | 72.7%-3.9pp | 80.3%-11.6pp |
| Annual return | 15.95% | 244.27%-228.3pp | 75.47%-59.5pp | 551.28%-535.3pp |
| Employer contribution / active EE | $815 | $3,077-73.5% | $2,723-70.1% | $4,663-82.5% |
| Participant deferral / active EE | $3,949 | $4,676-15.6% | $4,263-7.4% | $6,691-41.0% |
| Admin fee / account holder | $45 | $6,199-99.3% | $5,637-99.2% | $13,402-99.7% |