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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 | $28,863 | $100,203-71.2% | $85,240-66.1% | $145,897-80.2% |
| Participation rate | 20.0% | 74.1%-54.1pp | 67.5%-47.5pp | 80.3%-60.3pp |
| Annual return | 18.72% | 84.28%-65.6pp | 66.75%-48.0pp | 552.29%-533.6pp |
| Employer contribution / active EE | $646 | $3,242-80.1% | $2,735-76.4% | $4,663-86.1% |
| Participant deferral / active EE | $1,058 | $5,299-80.0% | $4,527-76.6% | $6,689-84.2% |
| Admin fee / account holder | $195 | $7,265-97.3% | $6,165-96.8% | $13,390-98.5% |