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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 | $26,791 | $99,652-73.1% | $78,778-66.0% | $147,585-81.8% |
| Participation rate | 15.4% | 76.2%-60.8pp | 69.2%-53.8pp | 82.8%-67.4pp |
| Annual return | 40.46% | 47.28%-6.8pp | 35.62%+4.8pp | 578.57%-538.1pp |
| Employer contribution / active EE | $1,289 | $2,796-53.9% | $1,986-35.1% | $4,876-73.6% |
| Participant deferral / active EE | $1,231 | $3,664-66.4% | $2,958-58.4% | $5,439-77.4% |
| Admin fee / account holder | $15 | $7,155-99.8% | $5,134-99.7% | $10,885-99.9% |