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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 | $63,187 | $106,923-40.9% | $84,023-24.8% | $152,909-58.7% |
| Participation rate | 14.3% | 75.3%-61.0pp | 69.0%-54.7pp | 82.5%-68.2pp |
| Annual return | 28.53% | 105.02%-76.5pp | 71.32%-42.8pp | 345.46%-316.9pp |
| Employer contribution / active EE | $651 | $2,735-76.2% | $1,984-67.2% | $4,764-86.3% |
| Participant deferral / active EE | $3,571 | $4,013-11.0% | $3,239+10.3% | $5,851-39.0% |
| Admin fee / account holder | $20 | $8,289-99.8% | $6,102-99.7% | $11,601-99.8% |