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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 | $66,670 | $108,285-38.4% | $77,552-14.0% | $158,982-58.1% |
| Participation rate | 17.6% | 64.4%-46.8pp | 54.2%-36.5pp | 82.0%-64.3pp |
| Annual return | 25.15% | 31.69%-6.5pp | 54.82%-29.7pp | 302.99%-277.8pp |
| Employer contribution / active EE | $118 | $1,325-91.1% | $987-88.1% | $4,763-97.5% |
| Participant deferral / active EE | $3,324 | $2,455+35.4% | $1,861+78.6% | $5,983-44.5% |
| Admin fee / account holder | $20 | $3,709-99.5% | $2,859-99.3% | $11,252-99.8% |