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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 | $20,886 | $115,866-82.0% | $65,328-68.0% | $139,456-85.0% |
| Participation rate | 40.0% | 67.8%-27.8pp | 64.9%-24.9pp | 80.3%-40.3pp |
| Annual return | 54.58% | 31.21%+23.4pp | 47.39%+7.2pp | 373.45%-318.9pp |
| Employer contribution / active EE | $1,529 | $2,600-41.2% | $1,692-9.6% | $4,753-67.8% |
| Participant deferral / active EE | $4,923 | $4,242+16.1% | $2,832+73.8% | $6,711-26.6% |
| Admin fee / account holder | $116 | $6,705-98.3% | $4,116-97.2% | $11,407-99.0% |