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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 | $14,761 | $108,212-86.4% | $77,513-81.0% | $158,966-90.7% |
| Participation rate | 33.3% | 64.4%-31.1pp | 54.2%-20.9pp | 82.0%-48.6pp |
| Annual return | 41.07% | 31.67%+9.4pp | 54.81%-13.7pp | 302.95%-261.9pp |
| Employer contribution / active EE | $1,578 | $1,325+19.1% | $987+59.9% | $4,762-66.9% |
| Participant deferral / active EE | $2,939 | $2,455+19.7% | $1,861+57.9% | $5,983-50.9% |
| Admin fee / account holder | $49 | $3,709-98.7% | $2,859-98.3% | $11,250-99.6% |