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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 | $25,950 | $108,882-76.2% | $96,754-73.2% | $154,746-83.2% |
| Participation rate | 60.0% | 75.1%-15.1pp | 70.3%-10.3pp | 80.7%-20.7pp |
| Annual return | 22.98% | 98.39%-75.4pp | 82.04%-59.1pp | 172.34%-149.4pp |
| Employer contribution / active EE | $1,924 | $3,018-36.3% | $2,679-28.2% | $4,379-56.1% |
| Participant deferral / active EE | $1,924 | $5,323-63.9% | $4,758-59.6% | $6,730-71.4% |
| Admin fee / account holder | $51 | $10,200-99.5% | $8,905-99.4% | $14,365-99.6% |