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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 | $27,404 | $69,118-60.4% | $53,647-48.9% | $138,895-80.3% |
| Participation rate | 43.5% | 64.0%-20.5pp | 56.3%-12.8pp | 79.9%-36.4pp |
| Annual return | 17.04% | 248.26%-231.2pp | 358.33%-341.3pp | 145.39%-128.4pp |
| Employer contribution / active EE | $380 | $1,189-68.0% | $962-60.5% | $4,194-90.9% |
| Participant deferral / active EE | $1,048 | $2,274-53.9% | $1,813-42.2% | $6,396-83.6% |
| Admin fee / account holder | $32 | $2,724-98.8% | $2,460-98.7% | $12,562-99.7% |