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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 | $20,178 | $67,823-70.2% | $52,425-61.5% | $137,256-85.3% |
| Participation rate | 63.6% | 63.9%-0.3pp | 55.6%+8.0pp | 80.0%-16.3pp |
| Annual return | 17.33% | 219.11%-201.8pp | 302.12%-284.8pp | 220.34%-203.0pp |
| Employer contribution / active EE | $843 | $1,163-27.5% | $914-7.8% | $4,156-79.7% |
| Participant deferral / active EE | $6,016 | $2,288+162.9% | $1,790+236.0% | $6,407-6.1% |
| Admin fee / account holder | $84 | $2,844-97.0% | $2,495-96.6% | $12,270-99.3% |