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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 | $34,448 | $102,638-66.4% | $81,982-58.0% | $158,982-78.3% |
| Participation rate | 68.2% | 75.5%-7.3pp | 69.3%-1.1pp | 82.0%-13.8pp |
| Annual return | 14.65% | 61.05%-46.4pp | 41.31%-26.7pp | 302.99%-288.3pp |
| Employer contribution / active EE | $857 | $3,241-73.6% | $2,498-65.7% | $4,763-82.0% |
| Participant deferral / active EE | $2,800 | $4,649-39.8% | $3,722-24.8% | $5,983-53.2% |
| Admin fee / account holder | $82 | $8,237-99.0% | $5,665-98.6% | $11,252-99.3% |