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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 | $15,103 | $99,995-84.9% | $85,063-82.2% | $145,978-89.7% |
| Participation rate | 43.8% | 74.1%-30.3pp | 67.5%-23.8pp | 80.3%-36.5pp |
| Annual return | 16.59% | 83.99%-67.4pp | 66.54%-49.9pp | 550.52%-533.9pp |
| Employer contribution / active EE | $1,514 | $3,231-53.1% | $2,727-44.5% | $4,662-67.5% |
| Participant deferral / active EE | $2,639 | $5,295-50.2% | $4,523-41.6% | $6,690-60.5% |
| Admin fee / account holder | $29 | $7,255-99.6% | $6,155-99.5% | $13,400-99.8% |