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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 | $62,661 | $96,643-35.2% | $86,617-27.7% | $139,456-55.1% |
| Participation rate | 27.3% | 74.4%-47.1pp | 71.7%-44.4pp | 80.3%-53.1pp |
| Annual return | 17.75% | 106.57%-88.8pp | 591.91%-574.2pp | 373.45%-355.7pp |
| Employer contribution / active EE | $826 | $3,264-74.7% | $3,023-72.7% | $4,753-82.6% |
| Participant deferral / active EE | $1,991 | $4,835-58.8% | $4,437-55.1% | $6,711-70.3% |
| Admin fee / account holder | $45 | $6,406-99.3% | $5,613-99.2% | $11,407-99.6% |