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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 | $32,259 | $103,000-68.7% | $90,300-64.3% | $152,885-78.9% |
| Participation rate | 58.3% | 75.9%-17.5pp | 73.3%-14.9pp | 82.5%-24.1pp |
| Annual return | 24.15% | 95.19%-71.0pp | 78.11%-54.0pp | 345.39%-321.2pp |
| Employer contribution / active EE | $863 | $3,138-72.5% | $2,854-69.8% | $4,763-81.9% |
| Participant deferral / active EE | $1,258 | $4,281-70.6% | $3,884-67.6% | $5,851-78.5% |
| Admin fee / account holder | $279 | $6,173-95.5% | $5,353-94.8% | $11,598-97.6% |