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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 | $17,704 | $104,937-83.1% | $84,628-79.1% | $152,897-88.4% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.5%-22.5pp |
| Annual return | 25.70% | 373.88%-348.2pp | 258.80%-233.1pp | 345.43%-319.7pp |
| Employer contribution / active EE | $682 | $3,303-79.4% | $2,653-74.3% | $4,764-85.7% |
| Participant deferral / active EE | $2,904 | $4,690-38.1% | $3,900-25.5% | $5,851-50.4% |
| Admin fee / account holder | $250 | $6,243-96.0% | $4,914-94.9% | $11,599-97.8% |