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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 | $31,287 | $108,695-71.2% | $74,722-58.1% | $152,897-79.5% |
| Participation rate | 60.0% | 65.4%-5.4pp | 54.5%+5.5pp | 82.5%-22.5pp |
| Annual return | 20.70% | 114.11%-93.4pp | 753.11%-732.4pp | 345.43%-324.7pp |
| Employer contribution / active EE | $823 | $1,504-45.3% | $1,084-24.1% | $4,764-82.7% |
| Participant deferral / active EE | $3,362 | $2,712+24.0% | $1,963+71.3% | $5,851-42.5% |
| Admin fee / account holder | $188 | $4,906-96.2% | $3,335-94.3% | $11,599-98.4% |