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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 | $16,267 | $124,330-86.9% | $109,173-85.1% | $167,536-90.3% |
| Participation rate | 69.6% | 79.5%-9.9pp | 75.9%-6.3pp | 82.1%-12.5pp |
| Annual return | 38.67% | 26.04%+12.6pp | 25.75%+12.9pp | 478.82%-440.1pp |
| Employer contribution / active EE | $1,195 | $4,209-71.6% | $3,723-67.9% | $4,839-75.3% |
| Participant deferral / active EE | $4,071 | $5,256-22.5% | $4,654-12.5% | $6,342-35.8% |
| Admin fee / account holder | $169 | $7,974-97.9% | $6,755-97.5% | $12,315-98.6% |