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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 | $12,559 | $100,203-87.5% | $85,240-85.3% | $145,897-91.4% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 14.27% | 84.28%-70.0pp | 66.75%-52.5pp | 552.29%-538.0pp |
| Employer contribution / active EE | $2,275 | $3,242-29.8% | $2,735-16.8% | $4,663-51.2% |
| Participant deferral / active EE | $3,900 | $5,299-26.4% | $4,527-13.9% | $6,689-41.7% |
| Admin fee / account holder | $58 | $7,265-99.2% | $6,165-99.1% | $13,390-99.6% |