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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 | $23,837 | $67,823-64.9% | $52,425-54.5% | $137,256-82.6% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 18.51% | 219.11%-200.6pp | 302.12%-283.6pp | 220.34%-201.8pp |
| Employer contribution / active EE | $834 | $1,163-28.3% | $914-8.8% | $4,156-79.9% |
| Participant deferral / active EE | $2,488 | $2,288+8.7% | $1,790+38.9% | $6,407-61.2% |
| Admin fee / account holder | $190 | $2,844-93.3% | $2,495-92.4% | $12,270-98.5% |