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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 | $10,259 | $51,631-80.1% | $129,397-92.1% | $80,925-87.3% |
| Participation rate | 65.6% | 56.9%+8.7pp | 69.6%-4.0pp | 67.7%-2.0pp |
| Annual return | 22.73% | 20.77%+2.0pp | 9453.98%-9431.2pp | 35.65%-12.9pp |
| Employer contribution / active EE | $778 | $1,583-50.9% | $4,154-81.3% | $2,756-71.8% |
| Participant deferral / active EE | $1,193 | $2,670-55.3% | $4,167-71.4% | $4,299-72.2% |
| Admin fee / account holder | $198 | $4,309-95.4% | $7,679-97.4% | $6,940-97.2% |