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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 | $23,428 | $106,923-78.1% | $84,023-72.1% | $152,909-84.7% |
| Participation rate | 60.0% | 75.3%-15.3pp | 69.0%-9.0pp | 82.5%-22.5pp |
| Annual return | 27.46% | 105.02%-77.6pp | 71.32%-43.9pp | 345.46%-318.0pp |
| Employer contribution / active EE | $1,469 | $2,735-46.3% | $1,984-25.9% | $4,764-69.2% |
| Participant deferral / active EE | $2,853 | $4,013-28.9% | $3,239-11.9% | $5,851-51.2% |
| Admin fee / account holder | $17 | $8,289-99.8% | $6,102-99.7% | $11,601-99.9% |