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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 | $26,202 | $103,008-74.6% | $90,304-71.0% | $152,897-82.9% |
| Participation rate | 41.7% | 75.9%-34.2pp | 73.3%-31.6pp | 82.5%-40.8pp |
| Annual return | 32.13% | 95.22%-63.1pp | 78.13%-46.0pp | 345.43%-313.3pp |
| Employer contribution / active EE | $734 | $3,139-76.6% | $2,855-74.3% | $4,764-84.6% |
| Participant deferral / active EE | $3,437 | $4,281-19.7% | $3,885-11.5% | $5,851-41.3% |
| Admin fee / account holder | $82 | $6,175-98.7% | $5,354-98.5% | $11,599-99.3% |