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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 | $32,535 | $111,814-70.9% | $93,654-65.3% | $145,959-77.7% |
| Participation rate | 28.6% | 74.2%-45.6pp | 68.7%-40.1pp | 80.3%-51.7pp |
| Annual return | 10.22% | 203.30%-193.1pp | 133.34%-123.1pp | 561.95%-551.7pp |
| Employer contribution / active EE | $576 | $3,092-81.4% | $2,421-76.2% | $4,661-87.6% |
| Participant deferral / active EE | $1,736 | $4,914-64.7% | $4,413-60.6% | $6,689-74.0% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |