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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 | $46,066 | $109,372-57.9% | $89,414-48.5% | $158,966-71.0% |
| Participation rate | 21.4% | 74.3%-52.8pp | 68.0%-46.6pp | 82.0%-60.5pp |
| Annual return | 41.95% | 345.55%-303.6pp | 245.50%-203.6pp | 302.95%-261.0pp |
| Employer contribution / active EE | $769 | $3,171-75.8% | $2,586-70.3% | $4,762-83.9% |
| Participant deferral / active EE | $4,004 | $4,598-12.9% | $3,890+2.9% | $5,983-33.1% |
| Admin fee / account holder | $231 | $6,156-96.2% | $4,883-95.3% | $11,250-97.9% |