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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 | $27,449 | $69,118-60.3% | $53,647-48.8% | $138,895-80.2% |
| Participation rate | 38.1% | 64.0%-25.9pp | 56.3%-18.2pp | 79.9%-41.8pp |
| Annual return | 20.06% | 248.26%-228.2pp | 358.33%-338.3pp | 145.39%-125.3pp |
| Employer contribution / active EE | $393 | $1,189-67.0% | $962-59.2% | $4,194-90.6% |
| Participant deferral / active EE | $1,188 | $2,274-47.7% | $1,813-34.5% | $6,396-81.4% |
| Admin fee / account holder | $263 | $2,724-90.4% | $2,460-89.3% | $12,562-97.9% |