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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 | $99,995-85.8% | $85,063-83.3% | $145,978-90.3% |
| Participation rate | 57.1% | 74.1%-17.0pp | 67.5%-10.4pp | 80.3%-23.1pp |
| Annual return | 35.57% | 83.99%-48.4pp | 66.54%-31.0pp | 550.52%-514.9pp |
| Employer contribution / active EE | $2,047 | $3,231-36.6% | $2,727-24.9% | $4,662-56.1% |
| Participant deferral / active EE | $3,712 | $5,295-29.9% | $4,523-17.9% | $6,690-44.5% |
| Admin fee / account holder | $187 | $7,255-97.4% | $6,155-97.0% | $13,400-98.6% |