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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 | $100,139-82.3% | $85,187-79.2% | $145,884-87.8% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 15.98% | 84.15%-68.2pp | 66.67%-50.7pp | 551.85%-535.9pp |
| Employer contribution / active EE | $1,191 | $3,238-63.2% | $2,732-56.4% | $4,662-74.5% |
| Participant deferral / active EE | $2,383 | $5,296-55.0% | $4,525-47.3% | $6,690-64.4% |
| Admin fee / account holder | $56 | $7,262-99.2% | $6,162-99.1% | $13,392-99.6% |