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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 | $34,982 | $103,038-66.0% | $90,324-61.3% | $152,909-77.1% |
| Participation rate | 27.3% | 75.9%-48.6pp | 73.3%-46.0pp | 82.5%-55.2pp |
| Annual return | 17.68% | 95.25%-77.6pp | 78.15%-60.5pp | 345.46%-327.8pp |
| Employer contribution / active EE | $977 | $3,141-68.9% | $2,856-65.8% | $4,764-79.5% |
| Participant deferral / active EE | $1,960 | $4,282-54.2% | $3,885-49.6% | $5,851-66.5% |
| Admin fee / account holder | $228 | $6,177-96.3% | $5,356-95.7% | $11,601-98.0% |