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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 | $9,342 | $99,995-90.7% | $85,063-89.0% | $145,978-93.6% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 18.43% | 83.99%-65.6pp | 66.54%-48.1pp | 550.52%-532.1pp |
| Employer contribution / active EE | $1,117 | $3,231-65.4% | $2,727-59.0% | $4,662-76.0% |
| Participant deferral / active EE | $1,832 | $5,295-65.4% | $4,523-59.5% | $6,690-72.6% |
| Admin fee / account holder | $5 | $7,255-99.9% | $6,155-99.9% | $13,400-100.0% |