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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 | $16,411 | $106,267-84.6% | $96,520-83.0% | $139,456-88.2% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 44.70% | 38.45%+6.2pp | 35.72%+9.0pp | 373.45%-328.8pp |
| Employer contribution / active EE | $1,655 | $4,105-59.7% | $3,739-55.7% | $4,753-65.2% |
| Participant deferral / active EE | $3,003 | $5,454-45.0% | $4,879-38.5% | $6,711-55.3% |
| Admin fee / account holder | $19 | $7,882-99.8% | $6,733-99.7% | $11,407-99.8% |