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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 | $37,383 | $100,139-62.7% | $85,187-56.1% | $145,884-74.4% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 16.90% | 84.15%-67.3pp | 66.67%-49.8pp | 551.85%-534.9pp |
| Employer contribution / active EE | $1,004 | $3,238-69.0% | $2,732-63.2% | $4,662-78.5% |
| Participant deferral / active EE | $5,833 | $5,296+10.2% | $4,525+28.9% | $6,690-12.8% |
| Admin fee / account holder | $130 | $7,262-98.2% | $6,162-97.9% | $13,392-99.0% |