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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 | $33,591 | $109,967-69.5% | $97,197-65.4% | $145,877-77.0% |
| Participation rate | 58.3% | 76.0%-17.6pp | 72.7%-14.4pp | 80.3%-22.0pp |
| Annual return | 11.73% | 244.27%-232.5pp | 75.47%-63.7pp | 551.28%-539.6pp |
| Employer contribution / active EE | $774 | $3,077-74.9% | $2,723-71.6% | $4,663-83.4% |
| Participant deferral / active EE | $1,597 | $4,676-65.8% | $4,263-62.5% | $6,691-76.1% |
| Admin fee / account holder | $157 | $6,199-97.5% | $5,637-97.2% | $13,402-98.8% |