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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 | $18,616 | $115,814-83.9% | $101,275-81.6% | $158,982-88.3% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 22.53% | 56.16%-33.6pp | 46.48%-24.0pp | 302.99%-280.5pp |
| Employer contribution / active EE | $2,378 | $4,176-43.1% | $3,660-35.0% | $4,763-50.1% |
| Participant deferral / active EE | $2,378 | $4,958-52.0% | $4,371-45.6% | $5,983-60.3% |
| Admin fee / account holder | $209 | $7,249-97.1% | $5,948-96.5% | $11,252-98.1% |