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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 | $12,385 | $100,139-87.6% | $85,187-85.5% | $145,884-91.5% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 13.33% | 84.15%-70.8pp | 66.67%-53.3pp | 551.85%-538.5pp |
| Employer contribution / active EE | $1,435 | $3,238-55.7% | $2,732-47.5% | $4,662-69.2% |
| Participant deferral / active EE | $2,798 | $5,296-47.2% | $4,525-38.2% | $6,690-58.2% |
| Admin fee / account holder | $215 | $7,262-97.0% | $6,162-96.5% | $13,392-98.4% |