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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 | $18,153 | $67,823-73.2% | $52,425-65.4% | $137,256-86.8% |
| Participation rate | 56.3% | 63.9%-7.7pp | 55.6%+0.6pp | 80.0%-23.7pp |
| Annual return | 21.06% | 219.11%-198.1pp | 302.12%-281.1pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,026 | $1,163-11.8% | $914+12.2% | $4,156-75.3% |
| Participant deferral / active EE | $1,308 | $2,288-42.8% | $1,790-27.0% | $6,407-79.6% |
| Admin fee / account holder | $276 | $2,844-90.3% | $2,495-88.9% | $12,270-97.8% |