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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 | $24,677 | $90,486-72.7% | $78,676-68.6% | $273,972-91.0% |
| Participation rate | 20.0% | 76.5%-56.5pp | 73.6%-53.6pp | 83.0%-63.0pp |
| Annual return | 50.25% | 75.62%-25.4pp | 62.19%-11.9pp | 41.46%+8.8pp |
| Employer contribution / active EE | $190 | $3,175-94.0% | $2,850-93.3% | $4,869-96.1% |
| Participant deferral / active EE | $3,800 | $3,901-2.6% | $3,517+8.1% | $5,287-28.1% |
| Admin fee / account holder | $107 | $5,263-98.0% | $4,510-97.6% | $10,133-98.9% |