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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 | $58,282 | $165,381-64.8% | $149,730-61.1% | $158,966-63.3% |
| Participation rate | 63.2% | 84.6%-21.4pp | 82.5%-19.3pp | 82.0%-18.8pp |
| Annual return | 10.93% | 348.29%-337.4pp | 276.70%-265.8pp | 302.95%-292.0pp |
| Employer contribution / active EE | $910 | $5,104-82.2% | $4,645-80.4% | $4,762-80.9% |
| Participant deferral / active EE | $3,904 | $7,182-45.6% | $6,843-42.9% | $5,983-34.7% |
| Admin fee / account holder | $214 | $10,809-98.0% | $9,310-97.7% | $11,250-98.1% |