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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 | $26,469 | $108,285-75.6% | $77,552-65.9% | $158,982-83.4% |
| Participation rate | 54.5% | 64.4%-9.9pp | 54.2%+0.4pp | 82.0%-27.4pp |
| Annual return | 24.03% | 31.69%-7.7pp | 54.82%-30.8pp | 302.99%-279.0pp |
| Employer contribution / active EE | $932 | $1,325-29.6% | $987-5.5% | $4,763-80.4% |
| Participant deferral / active EE | $1,621 | $2,455-34.0% | $1,861-12.9% | $5,983-72.9% |
| Admin fee / account holder | $56 | $3,709-98.5% | $2,859-98.1% | $11,252-99.5% |