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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 | $29,352 | $72,071-59.3% | $68,368-57.1% | $137,256-78.6% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 17.81% | 353.14%-335.3pp | 292.57%-274.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $391 | $2,788-86.0% | $2,649-85.2% | $4,156-90.6% |
| Participant deferral / active EE | $1,319 | $4,410-70.1% | $4,123-68.0% | $6,407-79.4% |
| Admin fee / account holder | $15 | $5,336-99.7% | $5,150-99.7% | $12,270-99.9% |