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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 | $17,452 | $111,535-84.4% | $105,223-83.4% | $137,256-87.3% |
| Participation rate | 53.8% | 78.1%-24.2pp | 75.0%-21.2pp | 80.0%-26.1pp |
| Annual return | 23.57% | 237.85%-214.3pp | 180.65%-157.1pp | 220.34%-196.8pp |
| Employer contribution / active EE | $1,561 | $3,939-60.4% | $3,689-57.7% | $4,156-62.5% |
| Participant deferral / active EE | $1,655 | $5,500-69.9% | $5,072-67.4% | $6,407-74.2% |
| Admin fee / account holder | $18 | $9,721-99.8% | $8,859-99.8% | $12,270-99.9% |