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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 | $41,219 | $100,073-58.8% | $85,126-51.6% | $145,877-71.7% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 15.53% | 84.11%-68.6pp | 66.63%-51.1pp | 551.28%-535.8pp |
| Employer contribution / active EE | $1,992 | $3,236-38.4% | $2,731-27.1% | $4,663-57.3% |
| Participant deferral / active EE | $6,585 | $5,294+24.4% | $4,523+45.6% | $6,691-1.6% |
| Admin fee / account holder | $5 | $7,261-99.9% | $6,160-99.9% | $13,402-100.0% |