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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 | $35,612 | $106,008-66.4% | $92,240-61.4% | $147,586-75.9% |
| Participation rate | 35.0% | 80.4%-45.4pp | 76.5%-41.5pp | 82.8%-47.8pp |
| Annual return | 13.78% | 50.05%-36.3pp | 176.29%-162.5pp | 578.59%-564.8pp |
| Employer contribution / active EE | $708 | $4,333-83.7% | $3,680-80.8% | $4,876-85.5% |
| Participant deferral / active EE | $1,449 | $4,478-67.6% | $3,897-62.8% | $5,439-73.4% |
| Admin fee / account holder | $150 | $6,333-97.6% | $5,194-97.1% | $10,886-98.6% |