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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 | $56,604 | $154,754-63.4% | $124,206-54.4% | $138,895-59.2% |
| Participation rate | 31.8% | 75.5%-43.7pp | 69.6%-37.8pp | 79.9%-48.1pp |
| Annual return | 10.39% | 709.28%-698.9pp | 515.27%-504.9pp | 145.39%-135.0pp |
| Employer contribution / active EE | $2,159 | $4,446-51.4% | $3,540-39.0% | $4,194-48.5% |
| Participant deferral / active EE | $790 | $4,621-82.9% | $3,968-80.1% | $6,396-87.7% |
| Admin fee / account holder | $58 | $6,690-99.1% | $5,929-99.0% | $12,562-99.5% |