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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 | $154,754-66.5% | $124,206-58.2% | $138,895-62.6% |
| Participation rate | 30.8% | 75.5%-44.7pp | 69.6%-38.8pp | 79.9%-49.1pp |
| Annual return | 15.81% | 709.28%-693.5pp | 515.27%-499.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $597 | $4,446-86.6% | $3,540-83.1% | $4,194-85.8% |
| Participant deferral / active EE | $838 | $4,621-81.9% | $3,968-78.9% | $6,396-86.9% |
| Admin fee / account holder | $276 | $6,690-95.9% | $5,929-95.3% | $12,562-97.8% |