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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 | $24,441 | $149,040-83.6% | $120,225-79.7% | $137,256-82.2% |
| Participation rate | 35.3% | 75.4%-40.1pp | 69.6%-34.3pp | 80.0%-44.7pp |
| Annual return | 27.53% | 605.68%-578.2pp | 439.23%-411.7pp | 220.34%-192.8pp |
| Employer contribution / active EE | $944 | $4,350-78.3% | $3,475-72.8% | $4,156-77.3% |
| Participant deferral / active EE | $2,833 | $4,655-39.1% | $3,999-29.2% | $6,407-55.8% |
| Admin fee / account holder | $124 | $6,348-98.0% | $5,696-97.8% | $12,270-99.0% |