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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 | $26,320 | $72,071-63.5% | $68,368-61.5% | $137,256-80.8% |
| Participation rate | 38.9% | 76.2%-37.3pp | 73.8%-34.9pp | 80.0%-41.1pp |
| Annual return | 23.70% | 353.14%-329.4pp | 292.57%-268.9pp | 220.34%-196.6pp |
| Employer contribution / active EE | $750 | $2,788-73.1% | $2,649-71.7% | $4,156-82.0% |
| Participant deferral / active EE | $1,580 | $4,410-64.2% | $4,123-61.7% | $6,407-75.3% |
| Admin fee / account holder | $147 | $5,336-97.3% | $5,150-97.2% | $12,270-98.8% |