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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 | $36,398 | $160,070-77.3% | $147,117-75.3% | $145,897-75.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 14.54% | 98.69%-84.1pp | 420.54%-406.0pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,422 | $5,285-73.1% | $4,932-71.2% | $4,663-69.5% |
| Participant deferral / active EE | $4,345 | $8,419-48.4% | $8,065-46.1% | $6,689-35.0% |
| Admin fee / account holder | $191 | $15,035-98.7% | $12,993-98.5% | $13,390-98.6% |