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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 | $25,516 | $106,247-76.0% | $96,515-73.6% | $139,466-81.7% |
| Participation rate | 14.3% | 77.8%-63.6pp | 74.3%-60.1pp | 80.3%-66.0pp |
| Annual return | 15.14% | 38.47%-23.3pp | 35.73%-20.6pp | 373.66%-358.5pp |
| Employer contribution / active EE | $7,684 | $4,106+87.2% | $3,740+105.5% | $4,754+61.6% |
| Participant deferral / active EE | $3,214 | $5,456-41.1% | $4,880-34.1% | $6,712-52.1% |
| Admin fee / account holder | $139 | $7,885-98.2% | $6,735-97.9% | $11,409-98.8% |