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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 | $10,287 | $97,125-89.4% | $86,233-88.1% | $137,256-92.5% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 21.03% | 74.19%-53.2pp | 61.39%-40.4pp | 220.34%-199.3pp |
| Employer contribution / active EE | $990 | $2,841-65.1% | $2,504-60.5% | $4,156-76.2% |
| Participant deferral / active EE | $1,041 | $5,180-79.9% | $4,559-77.2% | $6,407-83.7% |
| Admin fee / account holder | $7 | $9,725-99.9% | $8,342-99.9% | $12,270-99.9% |