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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 | $162,529-85.0% | $130,788-81.3% | $154,746-84.2% |
| Participation rate | 35.3% | 75.9%-40.6pp | 70.1%-34.8pp | 80.7%-45.4pp |
| Annual return | 27.53% | 510.48%-482.9pp | 386.44%-358.9pp | 172.34%-144.8pp |
| Employer contribution / active EE | $944 | $4,447-78.8% | $3,558-73.5% | $4,379-78.4% |
| Participant deferral / active EE | $2,833 | $4,808-41.1% | $4,137-31.5% | $6,730-57.9% |
| Admin fee / account holder | $124 | $7,669-98.4% | $6,673-98.1% | $14,365-99.1% |