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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 | $33,186 | $72,071-54.0% | $68,368-51.5% | $137,256-75.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 19.44% | 353.14%-333.7pp | 292.57%-273.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $571 | $2,788-79.5% | $2,649-78.5% | $4,156-86.3% |
| Participant deferral / active EE | $978 | $4,410-77.8% | $4,123-76.3% | $6,407-84.7% |
| Admin fee / account holder | $237 | $5,336-95.6% | $5,150-95.4% | $12,270-98.1% |