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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 | $44,634 | $49,896-10.5% | $80,627-44.6% | $75,173-40.6% |
| Participation rate | 26.5% | 55.3%-28.8pp | 67.0%-40.5pp | 67.2%-40.7pp |
| Annual return | 24.00% | 34.67%-10.7pp | 936.76%-912.8pp | 160.72%-136.7pp |
| Employer contribution / active EE | $656 | $1,699-61.4% | $2,723-75.9% | $2,671-75.4% |
| Participant deferral / active EE | $1,183 | $2,992-60.5% | $4,443-73.4% | $4,126-71.3% |
| Admin fee / account holder | $269 | $3,578-92.5% | $5,381-95.0% | $5,651-95.2% |