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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 | $40,337 | $99,652-59.5% | $78,778-48.8% | $147,586-72.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 12.52% | 47.28%-34.8pp | 35.62%-23.1pp | 578.59%-566.1pp |
| Employer contribution / active EE | $947 | $2,796-66.1% | $1,986-52.3% | $4,876-80.6% |
| Participant deferral / active EE | $3,550 | $3,664-3.1% | $2,958+20.0% | $5,439-34.7% |
| Admin fee / account holder | $10 | $7,155-99.9% | $5,134-99.8% | $10,886-99.9% |