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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 | $38,299 | $110,039-65.2% | $97,260-60.6% | $145,884-73.7% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 20.69% | 244.44%-223.8pp | 75.54%-54.8pp | 551.85%-531.2pp |
| Employer contribution / active EE | $1,100 | $3,074-64.2% | $2,721-59.6% | $4,662-76.4% |
| Participant deferral / active EE | $3,574 | $4,674-23.5% | $4,262-16.1% | $6,690-46.6% |
| Admin fee / account holder | $134 | $6,204-97.8% | $5,640-97.6% | $13,392-99.0% |