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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 | $10,501 | $93,117-88.7% | $77,096-86.4% | $134,532-92.2% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | 20.44% | 62.67%-42.2pp | 42.35%-21.9pp | 418.27%-397.8pp |
| Employer contribution / active EE | $1,485 | $3,420-56.6% | $2,814-47.2% | $4,741-68.7% |
| Participant deferral / active EE | $3,384 | $5,241-35.4% | $4,429-23.6% | $6,401-47.1% |
| Admin fee / account holder | $108 | $6,948-98.5% | $5,428-98.0% | $11,429-99.1% |