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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 | $10,322 | $110,551-90.7% | $80,741-87.2% | $167,518-93.8% |
| Participation rate | 23.8% | 64.0%-40.1pp | 54.2%-30.4pp | 82.1%-58.3pp |
| Annual return | 26.43% | 120.57%-94.1pp | 87.30%-60.9pp | 478.71%-452.3pp |
| Employer contribution / active EE | $568 | $1,543-63.2% | $1,160-51.0% | $4,838-88.3% |
| Participant deferral / active EE | $988 | $2,870-65.6% | $2,145-53.9% | $6,342-84.4% |
| Admin fee / account holder | $252 | $4,547-94.5% | $3,380-92.5% | $12,312-98.0% |