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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 | $77,994 | $111,830-30.3% | $93,696-16.8% | $145,884-46.5% |
| Participation rate | 42.1% | 74.2%-32.1pp | 68.7%-26.6pp | 80.3%-38.2pp |
| Annual return | 8.65% | 204.08%-195.4pp | 133.74%-125.1pp | 551.85%-543.2pp |
| Employer contribution / active EE | $813 | $3,093-73.7% | $2,422-66.4% | $4,662-82.6% |
| Participant deferral / active EE | $1,636 | $4,920-66.8% | $4,417-63.0% | $6,690-75.5% |
| Admin fee / account holder | $155 | $10,249-98.5% | $8,287-98.1% | $13,392-98.8% |