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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 | $32,476 | $109,344-70.3% | $89,400-63.7% | $158,950-79.6% |
| Participation rate | 42.9% | 74.3%-31.4pp | 68.0%-25.1pp | 82.0%-39.1pp |
| Annual return | 32.25% | 345.73%-313.5pp | 245.64%-213.4pp | 302.91%-270.7pp |
| Employer contribution / active EE | $772 | $3,170-75.6% | $2,586-70.1% | $4,762-83.8% |
| Participant deferral / active EE | $2,543 | $4,599-44.7% | $3,890-34.6% | $5,983-57.5% |
| Admin fee / account holder | $6 | $6,154-99.9% | $4,882-99.9% | $11,248-99.9% |