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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 | $63,863 | $176,402-63.8% | $134,162-52.4% | $158,966-59.8% |
| Participation rate | 55.6% | 78.7%-23.2pp | 72.2%-16.6pp | 82.0%-26.4pp |
| Annual return | 8.03% | 63.66%-55.6pp | 36.35%-28.3pp | 302.95%-294.9pp |
| Employer contribution / active EE | $1,435 | $5,042-71.5% | $3,705-61.3% | $4,762-69.9% |
| Participant deferral / active EE | $1,435 | $4,093-64.9% | $3,500-59.0% | $5,983-76.0% |
| Admin fee / account holder | $21 | $8,719-99.8% | $6,685-99.7% | $11,250-99.8% |