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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 | $34,687 | $106,918-67.6% | $84,021-58.7% | $152,897-77.3% |
| Participation rate | 47.1% | 75.2%-28.2pp | 69.0%-22.0pp | 82.5%-35.4pp |
| Annual return | 32.25% | 105.01%-72.8pp | 71.32%-39.1pp | 345.43%-313.2pp |
| Employer contribution / active EE | $936 | $2,735-65.8% | $1,984-52.8% | $4,764-80.4% |
| Participant deferral / active EE | $4,824 | $4,012+20.2% | $3,239+48.9% | $5,851-17.6% |
| Admin fee / account holder | $213 | $8,288-97.4% | $6,102-96.5% | $11,599-98.2% |