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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 | $33,388 | $104,953-68.2% | $84,637-60.6% | $152,909-78.2% |
| Participation rate | 12.5% | 74.8%-62.3pp | 68.2%-55.7pp | 82.5%-70.0pp |
| Annual return | 28.09% | 373.94%-345.9pp | 258.82%-230.7pp | 345.46%-317.4pp |
| Employer contribution / active EE | $1,265 | $3,304-61.7% | $2,653-52.3% | $4,764-73.4% |
| Participant deferral / active EE | $1,539 | $4,691-67.2% | $3,900-60.6% | $5,851-73.7% |
| Admin fee / account holder | $63 | $6,244-99.0% | $4,914-98.7% | $11,601-99.5% |