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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 | $27,075 | $107,353-74.8% | $92,903-70.9% | $152,885-82.3% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 47.44% | 145.62%-98.2pp | 109.43%-62.0pp | 345.39%-298.0pp |
| Employer contribution / active EE | $856 | $4,222-79.7% | $3,653-76.6% | $4,763-82.0% |
| Participant deferral / active EE | $4,554 | $4,848-6.0% | $4,238+7.5% | $5,851-22.2% |
| Admin fee / account holder | -$71 | $7,081-101.0% | $5,795-101.2% | $11,598-100.6% |