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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 | $71,429 | $108,212-34.0% | $77,513-7.8% | $158,966-55.1% |
| Participation rate | 14.3% | 64.4%-50.1pp | 54.2%-39.9pp | 82.0%-67.7pp |
| Annual return | 42.40% | 31.67%+10.7pp | 54.81%-12.4pp | 302.95%-260.5pp |
| Employer contribution / active EE | $609 | $1,325-54.0% | $987-38.2% | $4,762-87.2% |
| Participant deferral / active EE | $3,527 | $2,455+43.6% | $1,861+89.5% | $5,983-41.1% |
| Admin fee / account holder | $20 | $3,709-99.5% | $2,859-99.3% | $11,250-99.8% |