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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 | $31,036 | $154,193-79.9% | $130,045-76.1% | $139,466-77.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 29.75% | 32.51%-2.8pp | -137.30%+167.1pp | 373.66%-343.9pp |
| Employer contribution / active EE | $1,603 | $5,292-69.7% | $4,321-62.9% | $4,754-66.3% |
| Participant deferral / active EE | $2,000 | $6,709-70.2% | $5,820-65.6% | $6,712-70.2% |
| Admin fee / account holder | $227 | $13,989-98.4% | $10,600-97.9% | $11,409-98.0% |