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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 | $56,408 | $103,008-45.2% | $90,304-37.5% | $152,897-63.1% |
| Participation rate | 60.9% | 75.9%-15.0pp | 73.3%-12.4pp | 82.5%-21.6pp |
| Annual return | 23.68% | 95.22%-71.5pp | 78.13%-54.5pp | 345.43%-321.7pp |
| Employer contribution / active EE | $703 | $3,139-77.6% | $2,855-75.4% | $4,764-85.2% |
| Participant deferral / active EE | $2,945 | $4,281-31.2% | $3,885-24.2% | $5,851-49.7% |
| Admin fee / account holder | $254 | $6,175-95.9% | $5,354-95.3% | $11,599-97.8% |