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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 | $46,604 | $112,131-58.4% | $95,964-51.4% | $158,982-70.7% |
| Participation rate | 34.8% | 79.0%-44.2pp | 77.1%-42.3pp | 82.0%-47.2pp |
| Annual return | 22.27% | 171.19%-148.9pp | 91.64%-69.4pp | 302.99%-280.7pp |
| Employer contribution / active EE | $973 | $3,199-69.6% | $2,541-61.7% | $4,763-79.6% |
| Participant deferral / active EE | $1,719 | $4,784-64.1% | $4,167-58.7% | $5,983-71.3% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |