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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 | $17,726 | $99,995-82.3% | $85,063-79.2% | $145,978-87.9% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 15.98% | 83.99%-68.0pp | 66.54%-50.6pp | 550.52%-534.5pp |
| Employer contribution / active EE | $1,191 | $3,231-63.1% | $2,727-56.3% | $4,662-74.5% |
| Participant deferral / active EE | $2,383 | $5,295-55.0% | $4,523-47.3% | $6,690-64.4% |
| Admin fee / account holder | $56 | $7,255-99.2% | $6,155-99.1% | $13,400-99.6% |