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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 | $30,326 | $121,701-75.1% | $104,639-71.0% | $158,982-80.9% |
| Participation rate | 33.3% | 77.5%-44.2pp | 74.1%-40.7pp | 82.0%-48.6pp |
| Annual return | 17.40% | 465.72%-448.3pp | 340.67%-323.3pp | 302.99%-285.6pp |
| Employer contribution / active EE | $544 | $3,165-82.8% | $2,682-79.7% | $4,763-88.6% |
| Participant deferral / active EE | $4,000 | $4,176-4.2% | $3,738+7.0% | $5,983-33.1% |
| Admin fee / account holder | $108 | $7,778-98.6% | $6,465-98.3% | $11,252-99.0% |