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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 | $53,890 | $104,937-48.6% | $84,628-36.3% | $152,897-64.8% |
| Participation rate | 29.4% | 74.8%-45.4pp | 68.2%-38.8pp | 82.5%-53.0pp |
| Annual return | 28.55% | 373.88%-345.3pp | 258.80%-230.3pp | 345.43%-316.9pp |
| Employer contribution / active EE | $961 | $3,303-70.9% | $2,653-63.8% | $4,764-79.8% |
| Participant deferral / active EE | $3,406 | $4,690-27.4% | $3,900-12.7% | $5,851-41.8% |
| Admin fee / account holder | $208 | $6,243-96.7% | $4,914-95.8% | $11,599-98.2% |