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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 | $50,588 | $90,614-44.2% | $76,089-33.5% | $145,877-65.3% |
| Participation rate | 23.5% | 74.5%-51.0pp | 69.1%-45.6pp | 80.3%-56.8pp |
| Annual return | 17.09% | 623.80%-606.7pp | 360.94%-343.9pp | 551.28%-534.2pp |
| Employer contribution / active EE | $627 | $3,324-81.1% | $2,690-76.7% | $4,663-86.6% |
| Participant deferral / active EE | $3,199 | $5,168-38.1% | $4,259-24.9% | $6,691-52.2% |
| Admin fee / account holder | $20 | $8,376-99.8% | $6,418-99.7% | $13,402-99.9% |