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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 | $25,153 | $106,280-76.3% | $96,538-73.9% | $139,487-82.0% |
| Participation rate | 42.1% | 77.8%-35.7pp | 74.3%-32.2pp | 80.3%-38.2pp |
| Annual return | 24.30% | 38.48%-14.2pp | 35.74%-11.4pp | 373.84%-349.5pp |
| Employer contribution / active EE | $932 | $4,107-77.3% | $3,740-75.1% | $4,755-80.4% |
| Participant deferral / active EE | $4,324 | $5,457-20.8% | $4,880-11.4% | $6,713-35.6% |
| Admin fee / account holder | $281 | $7,888-96.4% | $6,737-95.8% | $11,407-97.5% |