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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 | $10,166 | $58,311-82.6% | $81,882-87.6% | $80,959-87.4% |
| Participation rate | 61.8% | 63.5%-1.7pp | 72.4%-10.6pp | 67.7%-5.9pp |
| Annual return | 13.75% | 41.85%-28.1pp | 779.47%-765.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $657 | $2,347-72.0% | $2,916-77.5% | $2,757-76.2% |
| Participant deferral / active EE | $1,690 | $3,287-48.6% | $4,323-60.9% | $4,300-60.7% |
| Admin fee / account holder | $232 | $4,752-95.1% | $7,360-96.8% | $6,925-96.6% |