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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 | $24,613 | $75,832-67.5% | $147,617-83.3% | $59,633-58.7% |
| Participation rate | 69.7% | 71.6%-1.9pp | 84.6%-14.9pp | 68.7%+1.0pp |
| Annual return | 9.33% | 0.37%+9.0pp | 61.98%-52.6pp | 2041.45%-2032.1pp |
| Employer contribution / active EE | $664 | $3,485-81.0% | $5,564-88.1% | $2,203-69.9% |
| Participant deferral / active EE | $2,074 | $3,131-33.7% | $4,895-57.6% | $3,192-35.0% |
| Admin fee / account holder | $275 | $5,986-95.4% | $11,612-97.6% | $4,297-93.6% |