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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 | $11,600 | $96,678-88.0% | $86,640-86.6% | $139,466-91.7% |
| Participation rate | 65.2% | 74.4%-9.2pp | 71.7%-6.5pp | 80.3%-15.1pp |
| Annual return | 12.32% | 106.69%-94.4pp | 592.52%-580.2pp | 373.66%-361.3pp |
| Employer contribution / active EE | $982 | $3,265-69.9% | $3,024-67.5% | $4,754-79.4% |
| Participant deferral / active EE | $1,551 | $4,837-67.9% | $4,438-65.1% | $6,712-76.9% |
| Admin fee / account holder | $176 | $6,410-97.3% | $5,616-96.9% | $11,409-98.5% |