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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 | $29,611 | $85,171-65.2% | $172,753-82.9% | $72,976-59.4% |
| Participation rate | 69.0% | 70.1%-1.1pp | 82.6%-13.7pp | 69.5%-0.5pp |
| Annual return | 18.73% | 27.32%-8.6pp | 803.00%-784.3pp | 81.02%-62.3pp |
| Employer contribution / active EE | $808 | $3,324-75.7% | $5,144-84.3% | $2,440-66.9% |
| Participant deferral / active EE | $2,319 | $3,260-28.9% | $5,198-55.4% | $3,608-35.7% |
| Admin fee / account holder | $51 | $5,880-99.1% | $13,956-99.6% | $5,124-99.0% |