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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 | $63,077 | $107,368-41.3% | $92,915-32.1% | $152,909-58.7% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 22.05% | 145.64%-123.6pp | 109.45%-87.4pp | 345.46%-323.4pp |
| Employer contribution / active EE | $749 | $4,222-82.3% | $3,653-79.5% | $4,764-84.3% |
| Participant deferral / active EE | $3,290 | $4,848-32.1% | $4,238-22.4% | $5,851-43.8% |
| Admin fee / account holder | $294 | $7,082-95.8% | $5,796-94.9% | $11,601-97.5% |