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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 | $46,290 | $103,008-55.1% | $90,304-48.7% | $152,897-69.7% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 24.88% | 95.22%-70.3pp | 78.13%-53.3pp | 345.43%-320.6pp |
| Employer contribution / active EE | $765 | $3,139-75.6% | $2,855-73.2% | $4,764-83.9% |
| Participant deferral / active EE | $6,586 | $4,281+53.8% | $3,885+69.5% | $5,851+12.6% |
| Admin fee / account holder | $112 | $6,175-98.2% | $5,354-97.9% | $11,599-99.0% |