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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 | $21,224 | $108,882-80.5% | $96,754-78.1% | $154,746-86.3% |
| Participation rate | 53.3% | 75.1%-21.7pp | 70.3%-16.9pp | 80.7%-27.4pp |
| Annual return | 17.93% | 98.39%-80.5pp | 82.04%-64.1pp | 172.34%-154.4pp |
| Employer contribution / active EE | $896 | $3,018-70.3% | $2,679-66.6% | $4,379-79.5% |
| Participant deferral / active EE | $1,316 | $5,323-75.3% | $4,758-72.3% | $6,730-80.4% |
| Admin fee / account holder | $117 | $10,200-98.8% | $8,905-98.7% | $14,365-99.2% |