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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 | $100,203-54.9% | $85,240-46.9% | $145,897-69.0% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 13.38% | 84.28%-70.9pp | 66.75%-53.4pp | 552.29%-538.9pp |
| Employer contribution / active EE | $457 | $3,242-85.9% | $2,735-83.3% | $4,663-90.2% |
| Participant deferral / active EE | $5,944 | $5,299+12.2% | $4,527+31.3% | $6,689-11.1% |
| Admin fee / account holder | $20 | $7,265-99.7% | $6,165-99.7% | $13,390-99.9% |