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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 | $7,104 | $149,040-95.2% | $120,225-94.1% | $137,256-94.8% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 23.29% | 605.68%-582.4pp | 439.23%-415.9pp | 220.34%-197.1pp |
| Employer contribution / active EE | $1,412 | $4,350-67.5% | $3,475-59.4% | $4,156-66.0% |
| Participant deferral / active EE | $1,412 | $4,655-69.7% | $3,999-64.7% | $6,407-78.0% |
| Admin fee / account holder | $147 | $6,348-97.7% | $5,696-97.4% | $12,270-98.8% |