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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 | $30,255 | $106,005-71.5% | $92,239-67.2% | $147,585-79.5% |
| Participation rate | 54.5% | 80.4%-25.9pp | 76.5%-21.9pp | 82.8%-28.3pp |
| Annual return | 21.86% | 50.05%-28.2pp | 176.29%-154.4pp | 578.58%-556.7pp |
| Employer contribution / active EE | $903 | $4,333-79.2% | $3,680-75.5% | $4,876-81.5% |
| Participant deferral / active EE | $3,089 | $4,478-31.0% | $3,897-20.7% | $5,439-43.2% |
| Admin fee / account holder | $87 | $6,333-98.6% | $5,194-98.3% | $10,886-99.2% |