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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 | $100,073-84.9% | $85,126-82.3% | $145,877-89.6% |
| Participation rate | 43.8% | 74.1%-30.4pp | 67.5%-23.8pp | 80.3%-36.6pp |
| Annual return | 16.59% | 84.11%-67.5pp | 66.63%-50.0pp | 551.28%-534.7pp |
| Employer contribution / active EE | $1,514 | $3,236-53.2% | $2,731-44.6% | $4,663-67.5% |
| Participant deferral / active EE | $2,639 | $5,294-50.1% | $4,523-41.6% | $6,691-60.6% |
| Admin fee / account holder | $29 | $7,261-99.6% | $6,160-99.5% | $13,402-99.8% |