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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 | $55,168 | $112,933-51.1% | $90,970-39.4% | $158,982-65.3% |
| Participation rate | 30.0% | 74.7%-44.7pp | 69.0%-39.0pp | 82.0%-52.0pp |
| Annual return | 22.07% | 215.82%-193.7pp | 134.60%-112.5pp | 302.99%-280.9pp |
| Employer contribution / active EE | $920 | $2,893-68.2% | $2,122-56.6% | $4,763-80.7% |
| Participant deferral / active EE | $3,303 | $4,128-20.0% | $3,373-2.1% | $5,983-44.8% |
| Admin fee / account holder | $254 | $8,047-96.8% | $5,961-95.7% | $11,252-97.7% |