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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 | $34,119 | $125,778-72.9% | $114,563-70.2% | $154,746-78.0% |
| Participation rate | 68.8% | 75.2%-6.4pp | 72.9%-4.2pp | 80.7%-12.0pp |
| Annual return | 19.16% | 295.14%-276.0pp | 241.09%-221.9pp | 172.34%-153.2pp |
| Employer contribution / active EE | $936 | $2,806-66.7% | $2,592-63.9% | $4,379-78.6% |
| Participant deferral / active EE | $1,075 | $4,445-75.8% | $4,142-74.0% | $6,730-84.0% |
| Admin fee / account holder | $34 | $8,190-99.6% | $7,623-99.6% | $14,365-99.8% |