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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 | $149,040-79.2% | $120,225-74.3% | $137,256-77.4% |
| Participation rate | 60.0% | 75.4%-15.4pp | 69.6%-9.6pp | 80.0%-20.0pp |
| Annual return | 23.90% | 605.68%-581.8pp | 439.23%-415.3pp | 220.34%-196.4pp |
| Employer contribution / active EE | $867 | $4,350-80.1% | $3,475-75.1% | $4,156-79.1% |
| Participant deferral / active EE | $2,475 | $4,655-46.8% | $3,999-38.1% | $6,407-61.4% |
| Admin fee / account holder | $119 | $6,348-98.1% | $5,696-97.9% | $12,270-99.0% |