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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 | $21,740 | $73,518-70.4% | $63,005-65.5% | $147,585-85.3% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.8%-19.3pp | 82.8%-27.3pp |
| Annual return | 20.24% | 175.46%-155.2pp | 87.59%-67.3pp | 578.58%-558.3pp |
| Employer contribution / active EE | $1,040 | $3,322-68.7% | $2,760-62.3% | $4,876-78.7% |
| Participant deferral / active EE | $6,085 | $4,183+45.5% | $3,329+82.8% | $5,439+11.9% |
| Admin fee / account holder | $26 | $5,952-99.6% | $3,599-99.3% | $10,886-99.8% |