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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 | $58,928 | $106,905-44.9% | $84,020-29.9% | $152,885-61.5% |
| Participation rate | 53.8% | 75.2%-21.4pp | 69.0%-15.2pp | 82.5%-28.6pp |
| Annual return | 25.66% | 105.00%-79.3pp | 71.31%-45.7pp | 345.39%-319.7pp |
| Employer contribution / active EE | $612 | $2,735-77.6% | $1,984-69.1% | $4,763-87.2% |
| Participant deferral / active EE | $3,361 | $4,012-16.2% | $3,239+3.8% | $5,851-42.6% |
| Admin fee / account holder | $17 | $8,287-99.8% | $6,101-99.7% | $11,598-99.9% |