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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 | $88,351 | $110,551-20.1% | $80,741+9.4% | $167,536-47.3% |
| Participation rate | 12.5% | 64.0%-51.5pp | 54.2%-41.7pp | 82.1%-69.6pp |
| Annual return | 18.15% | 120.57%-102.4pp | 87.30%-69.2pp | 478.82%-460.7pp |
| Employer contribution / active EE | $366 | $1,543-76.3% | $1,160-68.5% | $4,839-92.4% |
| Participant deferral / active EE | $3,250 | $2,870+13.2% | $2,145+51.5% | $6,342-48.8% |
| Admin fee / account holder | $20 | $4,547-99.6% | $3,380-99.4% | $12,315-99.8% |