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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 | $10,661 | $116,360-90.8% | $65,566-83.7% | $139,466-92.4% |
| Participation rate | 62.5% | 67.8%-5.3pp | 64.9%-2.4pp | 80.3%-17.8pp |
| Annual return | 17.31% | 31.23%-13.9pp | 47.40%-30.1pp | 373.66%-356.4pp |
| Employer contribution / active EE | $410 | $2,600-84.2% | $1,692-75.8% | $4,754-91.4% |
| Participant deferral / active EE | $656 | $4,242-84.5% | $2,832-76.9% | $6,712-90.2% |
| Admin fee / account holder | $114 | $6,701-98.3% | $4,114-97.2% | $11,409-99.0% |