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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 | $15,377 | $99,995-84.6% | $85,063-81.9% | $145,978-89.5% |
| Participation rate | 68.2% | 74.1%-5.9pp | 67.5%+0.7pp | 80.3%-12.1pp |
| Annual return | 12.70% | 83.99%-71.3pp | 66.54%-53.8pp | 550.52%-537.8pp |
| Employer contribution / active EE | $1,397 | $3,231-56.8% | $2,727-48.8% | $4,662-70.0% |
| Participant deferral / active EE | $2,752 | $5,295-48.0% | $4,523-39.1% | $6,690-58.9% |
| Admin fee / account holder | $32 | $7,255-99.6% | $6,155-99.5% | $13,400-99.8% |