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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 | $30,300 | $115,903-73.9% | $100,528-69.9% | $158,966-80.9% |
| Participation rate | 35.7% | 81.6%-45.9pp | 79.4%-43.7pp | 82.0%-46.2pp |
| Annual return | 23.59% | 34.80%-11.2pp | 30.90%-7.3pp | 302.95%-279.4pp |
| Employer contribution / active EE | $935 | $4,105-77.2% | $3,419-72.6% | $4,762-80.4% |
| Participant deferral / active EE | $2,609 | $6,677-60.9% | $6,271-58.4% | $5,983-56.4% |
| Admin fee / account holder | $25 | $11,000-99.8% | $8,084-99.7% | $11,250-99.8% |