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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 | $21,682 | $103,008-79.0% | $90,304-76.0% | $152,897-85.8% |
| Participation rate | 40.0% | 75.9%-35.9pp | 73.3%-33.3pp | 82.5%-42.5pp |
| Annual return | 24.09% | 95.22%-71.1pp | 78.13%-54.0pp | 345.43%-321.3pp |
| Employer contribution / active EE | $739 | $3,139-76.4% | $2,855-74.1% | $4,764-84.5% |
| Participant deferral / active EE | $1,283 | $4,281-70.0% | $3,885-67.0% | $5,851-78.1% |
| Admin fee / account holder | $93 | $6,175-98.5% | $5,354-98.3% | $11,599-99.2% |