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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 | $19,042 | $77,449-75.4% | $69,483-72.6% | $152,909-87.5% |
| Participation rate | 52.6% | 78.1%-25.5pp | 74.6%-22.0pp | 82.5%-29.8pp |
| Annual return | 20.78% | 39.09%-18.3pp | 28.99%-8.2pp | 345.46%-324.7pp |
| Employer contribution / active EE | $830 | $3,316-75.0% | $2,780-70.1% | $4,764-82.6% |
| Participant deferral / active EE | $1,162 | $4,415-73.7% | $3,537-67.2% | $5,851-80.1% |
| Admin fee / account holder | $83 | $6,210-98.7% | $3,841-97.8% | $11,601-99.3% |