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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 | $25,146 | $100,073-74.9% | $85,126-70.5% | $145,877-82.8% |
| Participation rate | 46.7% | 74.1%-27.4pp | 67.5%-20.9pp | 80.3%-33.6pp |
| Annual return | 16.58% | 84.11%-67.5pp | 66.63%-50.1pp | 551.28%-534.7pp |
| Employer contribution / active EE | $884 | $3,236-72.7% | $2,731-67.6% | $4,663-81.0% |
| Participant deferral / active EE | $3,047 | $5,294-42.4% | $4,523-32.6% | $6,691-54.5% |
| Admin fee / account holder | $237 | $7,261-96.7% | $6,160-96.2% | $13,402-98.2% |