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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 | $14,174 | $100,139-85.8% | $85,187-83.4% | $145,884-90.3% |
| Participation rate | 57.1% | 74.1%-17.0pp | 67.5%-10.4pp | 80.3%-23.2pp |
| Annual return | 35.57% | 84.15%-48.6pp | 66.67%-31.1pp | 551.85%-516.3pp |
| Employer contribution / active EE | $2,047 | $3,238-36.8% | $2,732-25.1% | $4,662-56.1% |
| Participant deferral / active EE | $3,712 | $5,296-29.9% | $4,525-18.0% | $6,690-44.5% |
| Admin fee / account holder | $187 | $7,262-97.4% | $6,162-97.0% | $13,392-98.6% |