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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 | $22,324 | $100,203-77.7% | $85,240-73.8% | $145,897-84.7% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 24.11% | 84.28%-60.2pp | 66.75%-42.6pp | 552.29%-528.2pp |
| Employer contribution / active EE | $587 | $3,242-81.9% | $2,735-78.5% | $4,663-87.4% |
| Participant deferral / active EE | $3,448 | $5,299-34.9% | $4,527-23.8% | $6,689-48.4% |
| Admin fee / account holder | $22 | $7,265-99.7% | $6,165-99.6% | $13,390-99.8% |