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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 | $18,998 | $72,071-73.6% | $68,368-72.2% | $137,256-86.2% |
| Participation rate | 30.0% | 76.2%-46.2pp | 73.8%-43.8pp | 80.0%-50.0pp |
| Annual return | 21.58% | 353.14%-331.6pp | 292.57%-271.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $681 | $2,788-75.6% | $2,649-74.3% | $4,156-83.6% |
| Participant deferral / active EE | $1,112 | $4,410-74.8% | $4,123-73.0% | $6,407-82.6% |
| Admin fee / account holder | $193 | $5,336-96.4% | $5,150-96.3% | $12,270-98.4% |