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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 | $26,637 | $106,923-75.1% | $84,023-68.3% | $152,909-82.6% |
| Participation rate | 57.1% | 75.3%-18.1pp | 69.0%-11.9pp | 82.5%-25.3pp |
| Annual return | 36.00% | 105.02%-69.0pp | 71.32%-35.3pp | 345.46%-309.5pp |
| Employer contribution / active EE | $1,151 | $2,735-57.9% | $1,984-42.0% | $4,764-75.8% |
| Participant deferral / active EE | $5,700 | $4,013+42.0% | $3,239+76.0% | $5,851-2.6% |
| Admin fee / account holder | $20 | $8,289-99.8% | $6,102-99.7% | $11,601-99.8% |