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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 | $17,587 | $101,618-82.7% | $93,063-81.1% | $137,256-87.2% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 21.43% | 223.95%-202.5pp | 34.15%-12.7pp | 220.34%-198.9pp |
| Employer contribution / active EE | $811 | $2,707-70.0% | $2,476-67.2% | $4,156-80.5% |
| Participant deferral / active EE | $2,108 | $4,279-50.7% | $3,958-46.7% | $6,407-67.1% |
| Admin fee / account holder | $270 | $6,198-95.6% | $6,033-95.5% | $12,270-97.8% |