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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 | $25,760 | $81,664-68.5% | $70,476-63.4% | $158,966-83.8% |
| Participation rate | 60.0% | 77.7%-17.7pp | 75.1%-15.1pp | 82.0%-22.0pp |
| Annual return | 15.54% | 208.59%-193.1pp | 109.12%-93.6pp | 302.95%-287.4pp |
| Employer contribution / active EE | $915 | $3,219-71.6% | $2,738-66.6% | $4,762-80.8% |
| Participant deferral / active EE | $953 | $4,556-79.1% | $3,710-74.3% | $5,983-84.1% |
| Admin fee / account holder | $25 | $6,197-99.6% | $3,847-99.4% | $11,250-99.8% |