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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 | $51,884 | $149,040-65.2% | $120,225-56.8% | $137,256-62.2% |
| Participation rate | 30.8% | 75.4%-44.6pp | 69.6%-38.8pp | 80.0%-49.2pp |
| Annual return | 15.81% | 605.68%-589.9pp | 439.23%-423.4pp | 220.34%-204.5pp |
| Employer contribution / active EE | $597 | $4,350-86.3% | $3,475-82.8% | $4,156-85.6% |
| Participant deferral / active EE | $838 | $4,655-82.0% | $3,999-79.1% | $6,407-86.9% |
| Admin fee / account holder | $276 | $6,348-95.7% | $5,696-95.2% | $12,270-97.8% |