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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 | $13,956 | $103,038-86.5% | $90,324-84.5% | $152,909-90.9% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 44.30% | 95.25%-50.9pp | 78.15%-33.8pp | 345.46%-301.2pp |
| Employer contribution / active EE | $1,257 | $3,141-60.0% | $2,856-56.0% | $4,764-73.6% |
| Participant deferral / active EE | $5,105 | $4,282+19.2% | $3,885+31.4% | $5,851-12.8% |
| Admin fee / account holder | $106 | $6,177-98.3% | $5,356-98.0% | $11,601-99.1% |