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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 | $29,371 | $115,917-74.7% | $100,535-70.8% | $158,982-81.5% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 20.74% | 34.80%-14.1pp | 30.90%-10.2pp | 302.99%-282.2pp |
| Employer contribution / active EE | $631 | $4,105-84.6% | $3,419-81.5% | $4,763-86.7% |
| Participant deferral / active EE | $2,382 | $6,677-64.3% | $6,271-62.0% | $5,983-60.2% |
| Admin fee / account holder | $20 | $11,002-99.8% | $8,085-99.8% | $11,252-99.8% |