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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 | $65,998 | $99,652-33.8% | $78,778-16.2% | $147,586-55.3% |
| Participation rate | 22.2% | 76.2%-54.0pp | 69.2%-47.0pp | 82.8%-60.6pp |
| Annual return | 29.08% | 47.28%-18.2pp | 35.62%-6.5pp | 578.59%-549.5pp |
| Employer contribution / active EE | $784 | $2,796-72.0% | $1,986-60.5% | $4,876-83.9% |
| Participant deferral / active EE | $1,079 | $3,664-70.6% | $2,958-63.5% | $5,439-80.2% |
| Admin fee / account holder | $9 | $7,155-99.9% | $5,134-99.8% | $10,886-99.9% |