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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 | $69,344 | $85,169-18.6% | $172,755-59.9% | $72,983-5.0% |
| Participation rate | 39.3% | 70.1%-30.8pp | 82.6%-43.4pp | 69.5%-30.2pp |
| Annual return | 24.28% | 27.32%-3.0pp | 802.94%-778.7pp | 81.01%-56.7pp |
| Employer contribution / active EE | $707 | $3,324-78.7% | $5,144-86.2% | $2,440-71.0% |
| Participant deferral / active EE | $1,681 | $3,260-48.4% | $5,198-67.7% | $3,608-53.4% |
| Admin fee / account holder | $220 | $5,880-96.3% | $13,955-98.4% | $5,124-95.7% |