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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 | $69,499 | $108,695-36.1% | $74,722-7.0% | $152,897-54.5% |
| Participation rate | 63.2% | 65.4%-2.2pp | 54.5%+8.7pp | 82.5%-19.3pp |
| Annual return | 12.34% | 114.11%-101.8pp | 753.11%-740.8pp | 345.43%-333.1pp |
| Employer contribution / active EE | $367 | $1,504-75.6% | $1,084-66.2% | $4,764-92.3% |
| Participant deferral / active EE | $1,525 | $2,712-43.8% | $1,963-22.3% | $5,851-73.9% |
| Admin fee / account holder | $51 | $4,906-99.0% | $3,335-98.5% | $11,599-99.6% |