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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 | $75,644 | $115,814-34.7% | $101,275-25.3% | $158,982-52.4% |
| Participation rate | 20.0% | 79.4%-59.4pp | 75.8%-55.8pp | 82.0%-62.0pp |
| Annual return | 19.85% | 56.16%-36.3pp | 46.48%-26.6pp | 302.99%-283.1pp |
| Employer contribution / active EE | $916 | $4,176-78.1% | $3,660-75.0% | $4,763-80.8% |
| Participant deferral / active EE | $3,900 | $4,958-21.3% | $4,371-10.8% | $5,983-34.8% |
| Admin fee / account holder | $20 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |