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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 | $21,492 | $104,924-79.5% | $84,623-74.6% | $152,885-85.9% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.5%-22.5pp |
| Annual return | 18.36% | 373.82%-355.5pp | 258.77%-240.4pp | 345.39%-327.0pp |
| Employer contribution / active EE | $794 | $3,302-76.0% | $2,652-70.1% | $4,763-83.3% |
| Participant deferral / active EE | $1,078 | $4,689-77.0% | $3,899-72.4% | $5,851-81.6% |
| Admin fee / account holder | $192 | $6,242-96.9% | $4,913-96.1% | $11,598-98.3% |