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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 | $16,818 | $123,750-86.4% | $69,611-75.8% | $145,877-88.5% |
| Participation rate | 55.0% | 69.2%-14.2pp | 66.4%-11.4pp | 80.3%-25.3pp |
| Annual return | 17.47% | 192.03%-174.6pp | 101.14%-83.7pp | 551.28%-533.8pp |
| Employer contribution / active EE | $1,151 | $2,672-56.9% | $1,709-32.6% | $4,663-75.3% |
| Participant deferral / active EE | $2,483 | $4,243-41.5% | $2,891-14.1% | $6,691-62.9% |
| Admin fee / account holder | $76 | $7,817-99.0% | $4,696-98.4% | $13,402-99.4% |