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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 | $70,335 | $96,678-27.2% | $86,640-18.8% | $139,466-49.6% |
| Participation rate | 14.3% | 74.4%-60.1pp | 71.7%-57.4pp | 80.3%-66.0pp |
| Annual return | 31.38% | 106.69%-75.3pp | 592.52%-561.1pp | 373.66%-342.3pp |
| Employer contribution / active EE | $356 | $3,265-89.1% | $3,024-88.2% | $4,754-92.5% |
| Participant deferral / active EE | $3,367 | $4,837-30.4% | $4,438-24.1% | $6,712-49.8% |
| Admin fee / account holder | $279 | $6,410-95.6% | $5,616-95.0% | $11,409-97.6% |