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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 | $12,455 | $110,337-88.7% | $102,383-87.8% | $145,877-91.5% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 97.14% | 24.83%+72.3pp | 24.94%+72.2pp | 551.28%-454.1pp |
| Employer contribution / active EE | $1,328 | $4,216-68.5% | $3,870-65.7% | $4,663-71.5% |
| Participant deferral / active EE | $2,237 | $5,621-60.2% | $5,060-55.8% | $6,691-66.6% |
| Admin fee / account holder | $51 | $9,750-99.5% | $8,391-99.4% | $13,402-99.6% |