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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 | $46,699 | $95,406-51.1% | $185,849-74.9% | $85,847-45.6% |
| Participation rate | 39.3% | 68.8%-29.5pp | 81.7%-42.4pp | 69.3%-30.0pp |
| Annual return | 18.53% | 23.59%-5.1pp | 122.10%-103.6pp | 318.61%-300.1pp |
| Employer contribution / active EE | $689 | $3,314-79.2% | $5,169-86.7% | $2,565-73.2% |
| Participant deferral / active EE | $2,058 | $3,424-39.9% | $5,569-63.1% | $3,952-47.9% |
| Admin fee / account holder | $277 | $7,214-96.2% | $16,244-98.3% | $6,261-95.6% |