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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 | $11,769 | $109,344-89.2% | $89,400-86.8% | $158,950-92.6% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 13.50% | 345.73%-332.2pp | 245.64%-232.1pp | 302.91%-289.4pp |
| Employer contribution / active EE | $993 | $3,170-68.7% | $2,586-61.6% | $4,762-79.2% |
| Participant deferral / active EE | $1,121 | $4,599-75.6% | $3,890-71.2% | $5,983-81.3% |
| Admin fee / account holder | $37 | $6,154-99.4% | $4,882-99.2% | $11,248-99.7% |