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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 | $9,444 | $109,904-91.4% | $97,167-90.3% | $145,959-93.5% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 14.03% | 243.43%-229.4pp | 75.27%-61.2pp | 561.95%-547.9pp |
| Employer contribution / active EE | $654 | $3,084-78.8% | $2,729-76.0% | $4,661-86.0% |
| Participant deferral / active EE | $2,727 | $4,676-41.7% | $4,264-36.0% | $6,689-59.2% |
| Admin fee / account holder | $128 | $6,216-97.9% | $5,650-97.7% | $13,398-99.0% |