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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 | $30,953 | $162,529-81.0% | $130,788-76.3% | $154,746-80.0% |
| Participation rate | 60.0% | 75.9%-15.9pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 23.90% | 510.48%-486.6pp | 386.44%-362.5pp | 172.34%-148.4pp |
| Employer contribution / active EE | $867 | $4,447-80.5% | $3,558-75.6% | $4,379-80.2% |
| Participant deferral / active EE | $2,475 | $4,808-48.5% | $4,137-40.2% | $6,730-63.2% |
| Admin fee / account holder | $119 | $7,669-98.4% | $6,673-98.2% | $14,365-99.2% |