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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 | $9,982 | $69,252-85.6% | $64,099-84.4% | $139,456-92.8% |
| Participation rate | 55.6% | 75.6%-20.0pp | 72.3%-16.8pp | 80.3%-24.8pp |
| Annual return | 39.88% | 45.89%-6.0pp | 33.70%+6.2pp | 373.45%-333.6pp |
| Employer contribution / active EE | $945 | $3,184-70.3% | $2,748-65.6% | $4,753-80.1% |
| Participant deferral / active EE | $2,584 | $4,683-44.8% | $3,881-33.4% | $6,711-61.5% |
| Admin fee / account holder | $20 | $4,248-99.5% | $3,070-99.3% | $11,407-99.8% |