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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 | $30,509 | $160,070-80.9% | $147,117-79.3% | $145,897-79.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 14.12% | 98.69%-84.6pp | 420.54%-406.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $1,574 | $5,285-70.2% | $4,932-68.1% | $4,663-66.2% |
| Participant deferral / active EE | $5,167 | $8,419-38.6% | $8,065-35.9% | $6,689-22.8% |
| Admin fee / account holder | $120 | $15,035-99.2% | $12,993-99.1% | $13,390-99.1% |