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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 | $10,285 | $70,366-85.4% | $66,674-84.6% | $138,895-92.6% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 21.51% | 386.41%-364.9pp | 321.24%-299.7pp | 145.39%-123.9pp |
| Employer contribution / active EE | $1,006 | $2,765-63.6% | $2,620-61.6% | $4,194-76.0% |
| Participant deferral / active EE | $1,005 | $4,374-77.0% | $4,084-75.4% | $6,396-84.3% |
| Admin fee / account holder | $103 | $5,262-98.0% | $5,098-98.0% | $12,562-99.2% |