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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 | $28,184 | $106,008-73.4% | $92,240-69.4% | $147,586-80.9% |
| Participation rate | 28.6% | 80.4%-51.8pp | 76.5%-47.9pp | 82.8%-54.3pp |
| Annual return | 33.79% | 50.05%-16.3pp | 176.29%-142.5pp | 578.59%-544.8pp |
| Employer contribution / active EE | $829 | $4,333-80.9% | $3,680-77.5% | $4,876-83.0% |
| Participant deferral / active EE | $7,112 | $4,478+58.8% | $3,897+82.5% | $5,439+30.8% |
| Admin fee / account holder | $267 | $6,333-95.8% | $5,194-94.9% | $10,886-97.5% |