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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 | $54,671 | $67,823-19.4% | $52,425+4.3% | $137,256-60.2% |
| Participation rate | 18.8% | 63.9%-45.2pp | 55.6%-36.9pp | 80.0%-61.2pp |
| Annual return | 25.35% | 219.11%-193.8pp | 302.12%-276.8pp | 220.34%-195.0pp |
| Employer contribution / active EE | $418 | $1,163-64.0% | $914-54.3% | $4,156-89.9% |
| Participant deferral / active EE | $2,473 | $2,288+8.1% | $1,790+38.1% | $6,407-61.4% |
| Admin fee / account holder | $238 | $2,844-91.6% | $2,495-90.5% | $12,270-98.1% |