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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 | $20,484 | $148,623-86.2% | $135,974-84.9% | $139,466-85.3% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.1pp | 80.3%-37.5pp |
| Annual return | 53.85% | 79.30%-25.4pp | 68.30%-14.5pp | 373.66%-319.8pp |
| Employer contribution / active EE | $2,194 | $5,246-58.2% | $4,859-54.8% | $4,754-53.8% |
| Participant deferral / active EE | $5,188 | $8,103-36.0% | $7,760-33.1% | $6,712-22.7% |
| Admin fee / account holder | $126 | $12,406-99.0% | $10,767-98.8% | $11,409-98.9% |