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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 | $20,232 | $134,001-84.9% | $112,258-82.0% | $134,509-85.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | 149.39% | 47.15%+102.2pp | 27.47%+121.9pp | 418.13%-268.7pp |
| Employer contribution / active EE | $1,972 | $4,039-51.2% | $3,636-45.7% | $4,741-58.4% |
| Participant deferral / active EE | $2,680 | $5,291-49.4% | $4,728-43.3% | $6,400-58.1% |
| Admin fee / account holder | $138 | $7,491-98.2% | $6,411-97.9% | $11,427-98.8% |