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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 | $49,553 | $98,776-49.8% | $149,745-66.9% | $79,856-37.9% |
| Participation rate | 62.1% | 75.8%-13.7pp | 82.5%-20.4pp | 69.6%-7.6pp |
| Annual return | 26.11% | 27.38%-1.3pp | 276.72%-250.6pp | 31.71%-5.6pp |
| Employer contribution / active EE | $906 | $3,217-71.8% | $4,646-80.5% | $2,471-63.3% |
| Participant deferral / active EE | $9,230 | $5,681+62.5% | $6,843+34.9% | $3,741+146.8% |
| Admin fee / account holder | $21 | $6,053-99.7% | $9,312-99.8% | $5,306-99.6% |