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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 | $24,004 | $100,262-76.1% | $81,370-70.5% | $145,897-83.5% |
| Participation rate | 42.9% | 74.3%-31.4pp | 69.5%-26.7pp | 80.3%-37.4pp |
| Annual return | 12.37% | 34.52%-22.2pp | 24.85%-12.5pp | 552.29%-539.9pp |
| Employer contribution / active EE | $698 | $2,979-76.6% | $2,464-71.7% | $4,663-85.0% |
| Participant deferral / active EE | $905 | $4,612-80.4% | $3,885-76.7% | $6,689-86.5% |
| Admin fee / account holder | $140 | $8,163-98.3% | $5,749-97.6% | $13,390-99.0% |