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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 | $13,666 | $72,071-81.0% | $68,368-80.0% | $137,256-90.0% |
| Participation rate | 68.4% | 76.2%-7.8pp | 73.8%-5.3pp | 80.0%-11.5pp |
| Annual return | 20.73% | 353.14%-332.4pp | 292.57%-271.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,071 | $2,788-61.6% | $2,649-59.6% | $4,156-74.2% |
| Participant deferral / active EE | $2,172 | $4,410-50.7% | $4,123-47.3% | $6,407-66.1% |
| Admin fee / account holder | $100 | $5,336-98.1% | $5,150-98.0% | $12,270-99.2% |