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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 | $16,413 | $103,038-84.1% | $90,324-81.8% | $152,909-89.3% |
| Participation rate | 46.2% | 75.9%-29.7pp | 73.3%-27.1pp | 82.5%-36.3pp |
| Annual return | 27.41% | 95.25%-67.8pp | 78.15%-50.7pp | 345.46%-318.1pp |
| Employer contribution / active EE | $849 | $3,141-73.0% | $2,856-70.3% | $4,764-82.2% |
| Participant deferral / active EE | $1,419 | $4,282-66.9% | $3,885-63.5% | $5,851-75.8% |
| Admin fee / account holder | $274 | $6,177-95.6% | $5,356-94.9% | $11,601-97.6% |