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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 | $30,001 | $141,004-78.7% | $112,273-73.3% | $139,456-78.5% |
| Participation rate | 69.6% | 79.2%-9.6pp | 72.4%-2.9pp | 80.3%-10.8pp |
| Annual return | 18.97% | 32.75%-13.8pp | 30.23%-11.3pp | 373.45%-354.5pp |
| Employer contribution / active EE | $1,769 | $4,285-58.7% | $3,431-48.5% | $4,753-62.8% |
| Participant deferral / active EE | $2,211 | $5,878-62.4% | $4,800-53.9% | $6,711-67.1% |
| Admin fee / account holder | $221 | $9,959-97.8% | $7,752-97.1% | $11,407-98.1% |