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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 | $44,690 | $67,823-34.1% | $52,425-14.8% | $137,256-67.4% |
| Participation rate | 18.2% | 63.9%-45.7pp | 55.6%-37.4pp | 80.0%-61.8pp |
| Annual return | 24.87% | 219.11%-194.2pp | 302.12%-277.3pp | 220.34%-195.5pp |
| Employer contribution / active EE | $284 | $1,163-75.6% | $914-68.9% | $4,156-93.2% |
| Participant deferral / active EE | $2,186 | $2,288-4.5% | $1,790+22.1% | $6,407-65.9% |
| Admin fee / account holder | $18 | $2,844-99.4% | $2,495-99.3% | $12,270-99.9% |