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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 | $45,544 | $109,411-58.4% | $89,435-49.1% | $158,982-71.4% |
| Participation rate | 11.1% | 74.3%-63.2pp | 68.0%-56.9pp | 82.0%-70.9pp |
| Annual return | 24.89% | 345.68%-320.8pp | 245.55%-220.7pp | 302.99%-278.1pp |
| Employer contribution / active EE | $780 | $3,173-75.4% | $2,587-69.9% | $4,763-83.6% |
| Participant deferral / active EE | $929 | $4,600-79.8% | $3,890-76.1% | $5,983-84.5% |
| Admin fee / account holder | $94 | $6,159-98.5% | $4,884-98.1% | $11,252-99.2% |