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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 | $27,127 | $72,071-62.4% | $68,368-60.3% | $137,256-80.2% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.0%-55.0pp |
| Annual return | 24.89% | 353.14%-328.3pp | 292.57%-267.7pp | 220.34%-195.5pp |
| Employer contribution / active EE | $692 | $2,788-75.2% | $2,649-73.9% | $4,156-83.4% |
| Participant deferral / active EE | $1,716 | $4,410-61.1% | $4,123-58.4% | $6,407-73.2% |
| Admin fee / account holder | $136 | $5,336-97.5% | $5,150-97.4% | $12,270-98.9% |