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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 | $86,812 | $117,433-26.1% | $99,475-12.7% | $152,897-43.2% |
| Participation rate | 60.0% | 77.5%-17.5pp | 73.8%-13.8pp | 82.5%-22.5pp |
| Annual return | 27.89% | 31.87%-4.0pp | 30.72%-2.8pp | 345.43%-317.5pp |
| Employer contribution / active EE | $500 | $3,013-83.4% | $2,540-80.3% | $4,764-89.5% |
| Participant deferral / active EE | $1,752 | $4,086-57.1% | $3,619-51.6% | $5,851-70.1% |
| Admin fee / account holder | $19 | $7,634-99.7% | $6,252-99.7% | $11,599-99.8% |