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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 | $54,752 | $70,366-22.2% | $66,674-17.9% | $138,895-60.6% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.7%-40.3pp | 79.9%-46.6pp |
| Annual return | 17.96% | 386.41%-368.4pp | 321.24%-303.3pp | 145.39%-127.4pp |
| Employer contribution / active EE | $882 | $2,765-68.1% | $2,620-66.3% | $4,194-79.0% |
| Participant deferral / active EE | $968 | $4,374-77.9% | $4,084-76.3% | $6,396-84.9% |
| Admin fee / account holder | $113 | $5,262-97.9% | $5,098-97.8% | $12,562-99.1% |