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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 | $47,070 | $100,139-53.0% | $85,187-44.7% | $145,884-67.7% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 11.26% | 84.15%-72.9pp | 66.67%-55.4pp | 551.85%-540.6pp |
| Employer contribution / active EE | $882 | $3,238-72.8% | $2,732-67.7% | $4,662-81.1% |
| Participant deferral / active EE | $1,076 | $5,296-79.7% | $4,525-76.2% | $6,690-83.9% |
| Admin fee / account holder | $289 | $7,262-96.0% | $6,162-95.3% | $13,392-97.8% |