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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 | $51,622 | $85,169-39.4% | $172,755-70.1% | $72,983-29.3% |
| Participation rate | 28.6% | 70.1%-41.5pp | 82.6%-54.1pp | 69.5%-40.9pp |
| Annual return | 23.88% | 27.32%-3.4pp | 802.94%-779.1pp | 81.01%-57.1pp |
| Employer contribution / active EE | $832 | $3,324-75.0% | $5,144-83.8% | $2,440-65.9% |
| Participant deferral / active EE | $1,501 | $3,260-54.0% | $5,198-71.1% | $3,608-58.4% |
| Admin fee / account holder | $283 | $5,880-95.2% | $13,955-98.0% | $5,124-94.5% |