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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 | $24,880 | $108,285-77.0% | $77,552-67.9% | $158,982-84.4% |
| Participation rate | 10.0% | 64.4%-54.4pp | 54.2%-44.2pp | 82.0%-72.0pp |
| Annual return | 25.94% | 31.69%-5.7pp | 54.82%-28.9pp | 302.99%-277.0pp |
| Employer contribution / active EE | $409 | $1,325-69.2% | $987-58.6% | $4,763-91.4% |
| Participant deferral / active EE | $510 | $2,455-79.2% | $1,861-72.6% | $5,983-91.5% |
| Admin fee / account holder | $94 | $3,709-97.5% | $2,859-96.7% | $11,252-99.2% |