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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 | $30,882 | $90,489-65.9% | $76,051-59.4% | $145,978-78.8% |
| Participation rate | 68.8% | 74.5%-5.7pp | 69.1%-0.3pp | 80.3%-11.5pp |
| Annual return | 14.13% | 622.78%-608.7pp | 360.42%-346.3pp | 550.52%-536.4pp |
| Employer contribution / active EE | $730 | $3,319-78.0% | $2,690-72.9% | $4,662-84.3% |
| Participant deferral / active EE | $1,130 | $5,164-78.1% | $4,257-73.5% | $6,690-83.1% |
| Admin fee / account holder | $268 | $8,374-96.8% | $6,416-95.8% | $13,400-98.0% |