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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 | $31,524 | $106,008-70.3% | $92,240-65.8% | $147,586-78.6% |
| Participation rate | 63.6% | 80.4%-16.8pp | 76.5%-12.8pp | 82.8%-19.2pp |
| Annual return | 19.83% | 50.05%-30.2pp | 176.29%-156.5pp | 578.59%-558.8pp |
| Employer contribution / active EE | $751 | $4,333-82.7% | $3,680-79.6% | $4,876-84.6% |
| Participant deferral / active EE | $1,241 | $4,478-72.3% | $3,897-68.2% | $5,439-77.2% |
| Admin fee / account holder | $88 | $6,333-98.6% | $5,194-98.3% | $10,886-99.2% |