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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 | $12,228 | $73,546-83.4% | $63,018-80.6% | $147,586-91.7% |
| Participation rate | 68.2% | 77.9%-9.7pp | 74.8%-6.6pp | 82.8%-14.6pp |
| Annual return | 13.65% | 175.56%-161.9pp | 87.62%-74.0pp | 578.59%-564.9pp |
| Employer contribution / active EE | $845 | $3,324-74.6% | $2,761-69.4% | $4,876-82.7% |
| Participant deferral / active EE | $4,044 | $4,185-3.4% | $3,330+21.5% | $5,439-25.6% |
| Admin fee / account holder | $299 | $5,956-95.0% | $3,601-91.7% | $10,886-97.3% |