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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 | $24,144 | $53,128-54.6% | $86,582-72.1% | $70,126-65.6% |
| Participation rate | 60.9% | 65.3%-4.4pp | 73.5%-12.7pp | 69.5%-8.7pp |
| Annual return | 18.10% | 27.66%-9.6pp | 965.08%-947.0pp | 73.15%-55.0pp |
| Employer contribution / active EE | $994 | $2,068-52.0% | $2,839-65.0% | $2,343-57.6% |
| Participant deferral / active EE | $4,233 | $2,695+57.1% | $3,609+17.3% | $3,332+27.0% |
| Admin fee / account holder | $141 | $3,584-96.1% | $4,904-97.1% | $4,645-97.0% |