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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 | $25,708 | $112,935-77.2% | $90,970-71.7% | $158,966-83.8% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | 7.51% | 215.79%-208.3pp | 134.58%-127.1pp | 302.95%-295.4pp |
| Employer contribution / active EE | $542 | $2,895-81.3% | $2,122-74.5% | $4,762-88.6% |
| Participant deferral / active EE | $2,010 | $4,129-51.3% | $3,373-40.4% | $5,983-66.4% |
| Admin fee / account holder | $248 | $8,045-96.9% | $5,960-95.8% | $11,250-97.8% |