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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 | $27,405 | $100,073-72.6% | $85,126-67.8% | $145,877-81.2% |
| Participation rate | 38.5% | 74.1%-35.6pp | 67.5%-29.1pp | 80.3%-41.8pp |
| Annual return | 13.72% | 84.11%-70.4pp | 66.63%-52.9pp | 551.28%-537.6pp |
| Employer contribution / active EE | $933 | $3,236-71.2% | $2,731-65.8% | $4,663-80.0% |
| Participant deferral / active EE | $1,349 | $5,294-74.5% | $4,523-70.2% | $6,691-79.8% |
| Admin fee / account holder | $10 | $7,261-99.9% | $6,160-99.8% | $13,402-99.9% |