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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 | $22,897 | $111,535-79.5% | $105,223-78.2% | $137,256-83.3% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 80.0%-35.5pp |
| Annual return | 18.90% | 237.85%-219.0pp | 180.65%-161.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $950 | $3,939-75.9% | $3,689-74.2% | $4,156-77.1% |
| Participant deferral / active EE | $2,666 | $5,500-51.5% | $5,072-47.4% | $6,407-58.4% |
| Admin fee / account holder | $116 | $9,721-98.8% | $8,859-98.7% | $12,270-99.1% |