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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 | $20,349 | $109,904-81.5% | $97,167-79.1% | $145,959-86.1% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 14.17% | 243.43%-229.3pp | 75.27%-61.1pp | 561.95%-547.8pp |
| Employer contribution / active EE | $1,180 | $3,084-61.7% | $2,729-56.8% | $4,661-74.7% |
| Participant deferral / active EE | $2,088 | $4,676-55.3% | $4,264-51.0% | $6,689-68.8% |
| Admin fee / account holder | $140 | $6,216-97.8% | $5,650-97.5% | $13,398-99.0% |