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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 | $26,713 | $103,000-74.1% | $90,300-70.4% | $152,885-82.5% |
| Participation rate | 31.8% | 75.9%-44.0pp | 73.3%-41.5pp | 82.5%-50.6pp |
| Annual return | 14.28% | 95.19%-80.9pp | 78.11%-63.8pp | 345.39%-331.1pp |
| Employer contribution / active EE | $730 | $3,138-76.7% | $2,854-74.4% | $4,763-84.7% |
| Participant deferral / active EE | $4,406 | $4,281+2.9% | $3,884+13.4% | $5,851-24.7% |
| Admin fee / account holder | $169 | $6,173-97.3% | $5,353-96.8% | $11,598-98.5% |