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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 | $55,045 | $104,937-47.5% | $84,628-35.0% | $152,897-64.0% |
| Participation rate | 38.9% | 74.8%-35.9pp | 68.2%-29.3pp | 82.5%-43.6pp |
| Annual return | 28.52% | 373.88%-345.4pp | 258.80%-230.3pp | 345.43%-316.9pp |
| Employer contribution / active EE | $445 | $3,303-86.5% | $2,653-83.2% | $4,764-90.7% |
| Participant deferral / active EE | $2,876 | $4,690-38.7% | $3,900-26.3% | $5,851-50.8% |
| Admin fee / account holder | $107 | $6,243-98.3% | $4,914-97.8% | $11,599-99.1% |