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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 | $23,904 | $69,248-65.5% | $64,101-62.7% | $139,466-82.9% |
| Participation rate | 45.0% | 75.6%-30.6pp | 72.3%-27.3pp | 80.3%-35.3pp |
| Annual return | 12.01% | 45.95%-33.9pp | 33.72%-21.7pp | 373.66%-361.7pp |
| Employer contribution / active EE | $797 | $3,185-75.0% | $2,749-71.0% | $4,754-83.2% |
| Participant deferral / active EE | $1,060 | $4,682-77.4% | $3,881-72.7% | $6,712-84.2% |
| Admin fee / account holder | $98 | $4,247-97.7% | $3,070-96.8% | $11,409-99.1% |