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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 | $72,810 | $100,901-27.8% | $75,501-3.6% | $147,585-50.7% |
| Participation rate | 55.0% | 77.1%-22.1pp | 72.4%-17.4pp | 82.8%-27.8pp |
| Annual return | 17.55% | 35.78%-18.2pp | 27.35%-9.8pp | 578.58%-561.0pp |
| Employer contribution / active EE | $900 | $3,253-72.3% | $2,352-61.7% | $4,876-81.5% |
| Participant deferral / active EE | $1,988 | $4,027-50.6% | $3,142-36.7% | $5,439-63.4% |
| Admin fee / account holder | $113 | $11,285-99.0% | $5,801-98.1% | $10,886-99.0% |