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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 | $36,010 | $103,008-65.0% | $90,304-60.1% | $152,897-76.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 22.03% | 95.22%-73.2pp | 78.13%-56.1pp | 345.43%-323.4pp |
| Employer contribution / active EE | $286 | $3,139-90.9% | $2,855-90.0% | $4,764-94.0% |
| Participant deferral / active EE | $1,086 | $4,281-74.6% | $3,885-72.1% | $5,851-81.4% |
| Admin fee / account holder | $244 | $6,175-96.0% | $5,354-95.4% | $11,599-97.9% |