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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 | $30,869 | $95,406-67.6% | $185,849-83.4% | $85,847-64.0% |
| Participation rate | 48.3% | 68.8%-20.5pp | 81.7%-33.4pp | 69.3%-21.0pp |
| Annual return | 32.35% | 23.59%+8.8pp | 122.10%-89.7pp | 318.61%-286.3pp |
| Employer contribution / active EE | $1,454 | $3,314-56.1% | $5,169-71.9% | $2,565-43.3% |
| Participant deferral / active EE | $2,546 | $3,424-25.6% | $5,569-54.3% | $3,952-35.6% |
| Admin fee / account holder | $15 | $7,214-99.8% | $16,244-99.9% | $6,261-99.8% |