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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 | $28,699 | $69,248-58.6% | $64,101-55.2% | $139,466-79.4% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 16.94% | 45.95%-29.0pp | 33.72%-16.8pp | 373.66%-356.7pp |
| Employer contribution / active EE | $764 | $3,185-76.0% | $2,749-72.2% | $4,754-83.9% |
| Participant deferral / active EE | $1,252 | $4,682-73.3% | $3,881-67.7% | $6,712-81.3% |
| Admin fee / account holder | $83 | $4,247-98.0% | $3,070-97.3% | $11,409-99.3% |