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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 | $35,611 | $117,426-69.7% | $99,470-64.2% | $152,885-76.7% |
| Participation rate | 57.1% | 77.5%-20.4pp | 73.8%-16.7pp | 82.5%-25.3pp |
| Annual return | 23.17% | 31.87%-8.7pp | 30.72%-7.5pp | 345.39%-322.2pp |
| Employer contribution / active EE | $875 | $3,014-71.0% | $2,540-65.6% | $4,763-81.6% |
| Participant deferral / active EE | $3,964 | $4,086-3.0% | $3,619+9.5% | $5,851-32.2% |
| Admin fee / account holder | $16 | $7,634-99.8% | $6,252-99.7% | $11,598-99.9% |