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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 | $90,691-65.9% | $76,119-59.4% | $145,884-78.8% |
| Participation rate | 68.8% | 74.5%-5.7pp | 69.1%-0.3pp | 80.3%-11.6pp |
| Annual return | 14.13% | 624.52%-610.4pp | 361.25%-347.1pp | 551.85%-537.7pp |
| Employer contribution / active EE | $730 | $3,329-78.1% | $2,693-72.9% | $4,662-84.4% |
| Participant deferral / active EE | $1,130 | $5,167-78.1% | $4,259-73.5% | $6,690-83.1% |
| Admin fee / account holder | $268 | $8,383-96.8% | $6,421-95.8% | $13,392-98.0% |