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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 | $53,595 | $100,203-46.5% | $85,240-37.1% | $145,897-63.3% |
| Participation rate | 28.6% | 74.1%-45.5pp | 67.5%-39.0pp | 80.3%-51.7pp |
| Annual return | 24.01% | 84.28%-60.3pp | 66.75%-42.7pp | 552.29%-528.3pp |
| Employer contribution / active EE | $1,246 | $3,242-61.6% | $2,735-54.5% | $4,663-73.3% |
| Participant deferral / active EE | $1,813 | $5,299-65.8% | $4,527-59.9% | $6,689-72.9% |
| Admin fee / account holder | $15 | $7,265-99.8% | $6,165-99.8% | $13,390-99.9% |