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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 | $5,374 | $72,071-92.5% | $68,368-92.1% | $137,256-96.1% |
| Participation rate | 65.0% | 76.2%-11.2pp | 73.8%-8.8pp | 80.0%-15.0pp |
| Annual return | 19.89% | 353.14%-333.3pp | 292.57%-272.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $674 | $2,788-75.8% | $2,649-74.5% | $4,156-83.8% |
| Participant deferral / active EE | $1,409 | $4,410-68.1% | $4,123-65.8% | $6,407-78.0% |
| Admin fee / account holder | $56 | $5,336-98.9% | $5,150-98.9% | $12,270-99.5% |