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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 | $67,681 | $98,766-31.5% | $149,730-54.8% | $79,852-15.2% |
| Participation rate | 27.3% | 75.8%-48.5pp | 82.5%-55.2pp | 69.6%-42.4pp |
| Annual return | 14.75% | 27.43%-12.7pp | 276.70%-262.0pp | 31.72%-17.0pp |
| Employer contribution / active EE | $665 | $3,217-79.3% | $4,645-85.7% | $2,471-73.1% |
| Participant deferral / active EE | $2,476 | $5,681-56.4% | $6,843-63.8% | $3,740-33.8% |
| Admin fee / account holder | $99 | $6,052-98.4% | $9,310-98.9% | $5,306-98.1% |