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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 | $8,171 | $123,854-93.4% | $69,623-88.3% | $145,884-94.4% |
| Participation rate | 57.1% | 69.2%-12.1pp | 66.4%-9.3pp | 80.3%-23.2pp |
| Annual return | 21.98% | 192.35%-170.4pp | 101.23%-79.3pp | 551.85%-529.9pp |
| Employer contribution / active EE | $1,334 | $2,673-50.1% | $1,709-21.9% | $4,662-71.4% |
| Participant deferral / active EE | $1,424 | $4,242-66.4% | $2,890-50.7% | $6,690-78.7% |
| Admin fee / account holder | $12 | $7,822-99.9% | $4,696-99.8% | $13,392-99.9% |