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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 | $26,331 | $107,363-75.5% | $92,909-71.7% | $152,897-82.8% |
| Participation rate | 28.6% | 79.8%-51.2pp | 76.0%-47.4pp | 82.5%-53.9pp |
| Annual return | 27.91% | 145.63%-117.7pp | 109.44%-81.5pp | 345.43%-317.5pp |
| Employer contribution / active EE | $764 | $4,222-81.9% | $3,653-79.1% | $4,764-84.0% |
| Participant deferral / active EE | $3,264 | $4,848-32.7% | $4,238-23.0% | $5,851-44.2% |
| Admin fee / account holder | $269 | $7,082-96.2% | $5,795-95.4% | $11,599-97.7% |