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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 | $45,238 | $99,921-54.7% | $85,009-46.8% | $145,959-69.0% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 13.38% | 83.89%-70.5pp | 66.47%-53.1pp | 561.95%-548.6pp |
| Employer contribution / active EE | $457 | $3,233-85.8% | $2,728-83.2% | $4,661-90.2% |
| Participant deferral / active EE | $5,944 | $5,293+12.3% | $4,522+31.5% | $6,689-11.1% |
| Admin fee / account holder | $20 | $7,252-99.7% | $6,153-99.7% | $13,398-99.9% |