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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 | $30,887 | $100,139-69.2% | $85,187-63.7% | $145,884-78.8% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 18.24% | 84.15%-65.9pp | 66.67%-48.4pp | 551.85%-533.6pp |
| Employer contribution / active EE | $692 | $3,238-78.6% | $2,732-74.7% | $4,662-85.2% |
| Participant deferral / active EE | $3,542 | $5,296-33.1% | $4,525-21.7% | $6,690-47.0% |
| Admin fee / account holder | $20 | $7,262-99.7% | $6,162-99.7% | $13,392-99.9% |