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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 | $41,314 | $109,967-62.4% | $97,197-57.5% | $145,877-71.7% |
| Participation rate | 66.7% | 76.0%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 16.56% | 244.27%-227.7pp | 75.47%-58.9pp | 551.28%-534.7pp |
| Employer contribution / active EE | $346 | $3,077-88.8% | $2,723-87.3% | $4,663-92.6% |
| Participant deferral / active EE | $1,692 | $4,676-63.8% | $4,263-60.3% | $6,691-74.7% |
| Admin fee / account holder | $86 | $6,199-98.6% | $5,637-98.5% | $13,402-99.4% |