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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 | $14,109 | $133,998-89.5% | $112,263-87.4% | $134,545-89.5% |
| Participation rate | 68.8% | 78.6%-9.8pp | 75.1%-6.3pp | 81.2%-12.5pp |
| Annual return | 149.55% | 47.17%+102.4pp | 27.49%+122.1pp | 418.37%-268.8pp |
| Employer contribution / active EE | $2,306 | $4,040-42.9% | $3,636-36.6% | $4,742-51.4% |
| Participant deferral / active EE | $1,966 | $5,292-62.8% | $4,729-58.4% | $6,401-69.3% |
| Admin fee / account holder | $103 | $7,493-98.6% | $6,410-98.4% | $11,431-99.1% |