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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 | $13,804 | $111,535-87.6% | $105,223-86.9% | $137,256-89.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 21.95% | 237.85%-215.9pp | 180.65%-158.7pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,773 | $3,939-55.0% | $3,689-51.9% | $4,156-57.4% |
| Participant deferral / active EE | $1,986 | $5,500-63.9% | $5,072-60.8% | $6,407-69.0% |
| Admin fee / account holder | $222 | $9,721-97.7% | $8,859-97.5% | $12,270-98.2% |