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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 | $24,722 | $103,008-76.0% | $90,304-72.6% | $152,897-83.8% |
| Participation rate | 25.0% | 75.9%-50.9pp | 73.3%-48.3pp | 82.5%-57.5pp |
| Annual return | 24.78% | 95.22%-70.4pp | 78.13%-53.4pp | 345.43%-320.6pp |
| Employer contribution / active EE | $788 | $3,139-74.9% | $2,855-72.4% | $4,764-83.5% |
| Participant deferral / active EE | $985 | $4,281-77.0% | $3,885-74.6% | $5,851-83.2% |
| Admin fee / account holder | $214 | $6,175-96.5% | $5,354-96.0% | $11,599-98.2% |