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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 | $22,166 | $103,392-78.6% | $87,104-74.6% | $152,897-85.5% |
| Participation rate | 33.3% | 79.4%-46.0pp | 76.9%-43.5pp | 82.5%-49.1pp |
| Annual return | 17.60% | 28.10%-10.5pp | 28.19%-10.6pp | 345.43%-327.8pp |
| Employer contribution / active EE | $859 | $3,221-73.3% | $2,521-65.9% | $4,764-82.0% |
| Participant deferral / active EE | $1,687 | $4,778-64.7% | $4,048-58.3% | $5,851-71.2% |
| Admin fee / account holder | $98 | $12,194-99.2% | $7,491-98.7% | $11,599-99.2% |