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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 | $17,617 | $162,529-89.2% | $130,788-86.5% | $154,746-88.6% |
| Participation rate | 62.5% | 75.9%-13.4pp | 70.1%-7.6pp | 80.7%-18.2pp |
| Annual return | 11.53% | 510.48%-498.9pp | 386.44%-374.9pp | 172.34%-160.8pp |
| Employer contribution / active EE | $809 | $4,447-81.8% | $3,558-77.3% | $4,379-81.5% |
| Participant deferral / active EE | $2,022 | $4,808-58.0% | $4,137-51.1% | $6,730-70.0% |
| Admin fee / account holder | $243 | $7,669-96.8% | $6,673-96.4% | $14,365-98.3% |