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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 | $18,887 | $108,285-82.6% | $77,552-75.6% | $158,982-88.1% |
| Participation rate | 60.0% | 64.4%-4.4pp | 54.2%+5.8pp | 82.0%-22.0pp |
| Annual return | 38.50% | 31.69%+6.8pp | 54.82%-16.3pp | 302.99%-264.5pp |
| Employer contribution / active EE | $940 | $1,325-29.1% | $987-4.7% | $4,763-80.3% |
| Participant deferral / active EE | $3,417 | $2,455+39.2% | $1,861+83.6% | $5,983-42.9% |
| Admin fee / account holder | $20 | $3,709-99.5% | $2,859-99.3% | $11,252-99.8% |