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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 | $66,705 | $107,368-37.9% | $92,915-28.2% | $152,909-56.4% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.5%-26.9pp |
| Annual return | 21.04% | 145.64%-124.6pp | 109.45%-88.4pp | 345.46%-324.4pp |
| Employer contribution / active EE | $800 | $4,222-81.1% | $3,653-78.1% | $4,764-83.2% |
| Participant deferral / active EE | $1,647 | $4,848-66.0% | $4,238-61.1% | $5,851-71.8% |
| Admin fee / account holder | $193 | $7,082-97.3% | $5,796-96.7% | $11,601-98.3% |