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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 | $24,012 | $107,941-77.8% | $91,994-73.9% | $152,897-84.3% |
| Participation rate | 57.1% | 81.2%-24.0pp | 78.6%-21.5pp | 82.5%-25.3pp |
| Annual return | 25.21% | 89.28%-64.1pp | 69.04%-43.8pp | 345.43%-320.2pp |
| Employer contribution / active EE | $1,508 | $4,212-64.2% | $3,453-56.3% | $4,764-68.3% |
| Participant deferral / active EE | $2,691 | $6,366-57.7% | $5,924-54.6% | $5,851-54.0% |
| Admin fee / account holder | $157 | $10,521-98.5% | $7,744-98.0% | $11,599-98.6% |