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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 | $28,130 | $150,346-81.3% | $120,524-76.7% | $145,877-80.7% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 17.91% | 154.40%-136.5pp | 107.36%-89.5pp | 551.28%-533.4pp |
| Employer contribution / active EE | $1,843 | $4,353-57.7% | $3,469-46.9% | $4,663-60.5% |
| Participant deferral / active EE | $11,335 | $6,172+83.6% | $4,994+127.0% | $6,691+69.4% |
| Admin fee / account holder | $290 | $12,215-97.6% | $9,440-96.9% | $13,402-97.8% |