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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 | $15,067 | $100,073-84.9% | $85,126-82.3% | $145,877-89.7% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 33.63% | 84.11%-50.5pp | 66.63%-33.0pp | 551.28%-517.6pp |
| Employer contribution / active EE | $1,194 | $3,236-63.1% | $2,731-56.3% | $4,663-74.4% |
| Participant deferral / active EE | $2,149 | $5,294-59.4% | $4,523-52.5% | $6,691-67.9% |
| Admin fee / account holder | $262 | $7,261-96.4% | $6,160-95.7% | $13,402-98.0% |