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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 | $32,995 | $104,953-68.6% | $84,637-61.0% | $152,909-78.4% |
| Participation rate | 26.7% | 74.8%-48.2pp | 68.2%-41.6pp | 82.5%-55.8pp |
| Annual return | 31.60% | 373.94%-342.3pp | 258.82%-227.2pp | 345.46%-313.9pp |
| Employer contribution / active EE | $651 | $3,304-80.3% | $2,653-75.5% | $4,764-86.3% |
| Participant deferral / active EE | $2,767 | $4,691-41.0% | $3,900-29.0% | $5,851-52.7% |
| Admin fee / account holder | $20 | $6,244-99.7% | $4,914-99.6% | $11,601-99.8% |