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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 | $62,938 | $63,342-0.6% | $92,236-31.8% | $70,131-10.3% |
| Participation rate | 40.4% | 68.7%-28.2pp | 76.5%-36.1pp | 69.5%-29.1pp |
| Annual return | 16.13% | 530.15%-514.0pp | 176.29%-160.2pp | 73.14%-57.0pp |
| Employer contribution / active EE | $844 | $2,471-65.9% | $3,679-77.1% | $2,342-64.0% |
| Participant deferral / active EE | $2,394 | $2,854-16.1% | $3,897-38.6% | $3,332-28.2% |
| Admin fee / account holder | $27 | $3,840-99.3% | $5,194-99.5% | $4,645-99.4% |