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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 | $16,804 | $107,363-84.3% | $92,909-81.9% | $152,897-89.0% |
| Participation rate | 68.4% | 79.8%-11.4pp | 76.0%-7.6pp | 82.5%-14.0pp |
| Annual return | 24.53% | 145.63%-121.1pp | 109.44%-84.9pp | 345.43%-320.9pp |
| Employer contribution / active EE | $1,172 | $4,222-72.3% | $3,653-67.9% | $4,764-75.4% |
| Participant deferral / active EE | $1,531 | $4,848-68.4% | $4,238-63.9% | $5,851-73.8% |
| Admin fee / account holder | $294 | $7,082-95.8% | $5,795-94.9% | $11,599-97.5% |