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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 | $54,643 | $108,882-49.8% | $96,754-43.5% | $154,746-64.7% |
| Participation rate | 20.0% | 75.1%-55.1pp | 70.3%-50.3pp | 80.7%-60.7pp |
| Annual return | 21.41% | 98.39%-77.0pp | 82.04%-60.6pp | 172.34%-150.9pp |
| Employer contribution / active EE | $594 | $3,018-80.3% | $2,679-77.8% | $4,379-86.4% |
| Participant deferral / active EE | $2,457 | $5,323-53.8% | $4,758-48.4% | $6,730-63.5% |
| Admin fee / account holder | $17 | $10,200-99.8% | $8,905-99.8% | $14,365-99.9% |