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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 | $29,837 | $100,203-70.2% | $85,240-65.0% | $145,897-79.5% |
| Participation rate | 45.5% | 74.1%-28.6pp | 67.5%-22.1pp | 80.3%-34.9pp |
| Annual return | 29.84% | 84.28%-54.4pp | 66.75%-36.9pp | 552.29%-522.5pp |
| Employer contribution / active EE | $672 | $3,242-79.3% | $2,735-75.4% | $4,663-85.6% |
| Participant deferral / active EE | $3,572 | $5,299-32.6% | $4,527-21.1% | $6,689-46.6% |
| Admin fee / account holder | $212 | $7,265-97.1% | $6,165-96.6% | $13,390-98.4% |