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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 | $100,073-54.8% | $85,126-46.9% | $145,877-69.0% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 13.38% | 84.11%-70.7pp | 66.63%-53.3pp | 551.28%-537.9pp |
| Employer contribution / active EE | $457 | $3,236-85.9% | $2,731-83.3% | $4,663-90.2% |
| Participant deferral / active EE | $5,944 | $5,294+12.3% | $4,523+31.4% | $6,691-11.2% |
| Admin fee / account holder | $20 | $7,261-99.7% | $6,160-99.7% | $13,402-99.9% |