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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 | $20,227 | $84,708-76.1% | $75,714-73.3% | $167,536-87.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.8%-24.8pp | 82.1%-32.1pp |
| Annual return | 11.35% | 199.62%-188.3pp | 104.62%-93.3pp | 478.82%-467.5pp |
| Employer contribution / active EE | $961 | $3,231-70.3% | $2,744-65.0% | $4,839-80.1% |
| Participant deferral / active EE | $1,349 | $4,577-70.5% | $3,820-64.7% | $6,342-78.7% |
| Admin fee / account holder | $101 | $5,358-98.1% | $3,619-97.2% | $12,315-99.2% |