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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 | $35,553 | $99,921-64.4% | $85,009-58.2% | $145,959-75.6% |
| Participation rate | 20.0% | 74.1%-54.1pp | 67.5%-47.5pp | 80.3%-60.3pp |
| Annual return | 17.17% | 83.89%-66.7pp | 66.47%-49.3pp | 561.95%-544.8pp |
| Employer contribution / active EE | $2,495 | $3,233-22.8% | $2,728-8.5% | $4,661-46.5% |
| Participant deferral / active EE | $7,387 | $5,293+39.6% | $4,522+63.4% | $6,689+10.4% |
| Admin fee / account holder | $236 | $7,252-96.7% | $6,153-96.2% | $13,398-98.2% |