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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 | $53,595 | $99,995-46.4% | $85,063-37.0% | $145,978-63.3% |
| Participation rate | 28.6% | 74.1%-45.5pp | 67.5%-38.9pp | 80.3%-51.7pp |
| Annual return | 24.01% | 83.99%-60.0pp | 66.54%-42.5pp | 550.52%-526.5pp |
| Employer contribution / active EE | $1,246 | $3,231-61.4% | $2,727-54.3% | $4,662-73.3% |
| Participant deferral / active EE | $1,813 | $5,295-65.8% | $4,523-59.9% | $6,690-72.9% |
| Admin fee / account holder | $15 | $7,255-99.8% | $6,155-99.8% | $13,400-99.9% |