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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 | $102,938-82.9% | $94,105-81.3% | $138,895-87.3% |
| Participation rate | 66.7% | 74.6%-8.0pp | 71.9%-5.3pp | 79.9%-13.3pp |
| Annual return | 21.43% | 250.28%-228.9pp | 204.55%-183.1pp | 145.39%-124.0pp |
| Employer contribution / active EE | $811 | $2,732-70.3% | $2,504-67.6% | $4,194-80.7% |
| Participant deferral / active EE | $2,108 | $4,196-49.8% | $3,881-45.7% | $6,396-67.0% |
| Admin fee / account holder | $270 | $6,600-95.9% | $6,199-95.6% | $12,562-97.9% |