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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 | $19,623 | $176,402-88.9% | $134,162-85.4% | $158,982-87.7% |
| Participation rate | 60.0% | 78.7%-18.7pp | 72.2%-12.2pp | 82.0%-22.0pp |
| Annual return | 22.70% | 63.66%-41.0pp | 36.35%-13.6pp | 302.99%-280.3pp |
| Employer contribution / active EE | $792 | $5,042-84.3% | $3,705-78.6% | $4,763-83.4% |
| Participant deferral / active EE | $1,412 | $4,093-65.5% | $3,500-59.7% | $5,983-76.4% |
| Admin fee / account holder | $18 | $8,719-99.8% | $6,685-99.7% | $11,252-99.8% |