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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 | $100,073-70.2% | $85,126-64.9% | $145,877-79.5% |
| Participation rate | 45.5% | 74.1%-28.6pp | 67.5%-22.1pp | 80.3%-34.8pp |
| Annual return | 29.84% | 84.11%-54.3pp | 66.63%-36.8pp | 551.28%-521.4pp |
| Employer contribution / active EE | $672 | $3,236-79.2% | $2,731-75.4% | $4,663-85.6% |
| Participant deferral / active EE | $3,572 | $5,294-32.5% | $4,523-21.0% | $6,691-46.6% |
| Admin fee / account holder | $212 | $7,261-97.1% | $6,160-96.6% | $13,402-98.4% |