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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 | $32,299 | $112,121-71.2% | $95,960-66.3% | $158,966-79.7% |
| Participation rate | 44.4% | 79.0%-34.5pp | 77.1%-32.6pp | 82.0%-37.5pp |
| Annual return | 824.77% | 171.16%+653.6pp | 91.63%+733.1pp | 302.95%+521.8pp |
| Employer contribution / active EE | $710 | $3,199-77.8% | $2,541-72.1% | $4,762-85.1% |
| Participant deferral / active EE | $2,387 | $4,784-50.1% | $4,167-42.7% | $5,983-60.1% |
| Admin fee / account holder | $5 | $10,135-100.0% | $6,797-99.9% | $11,250-100.0% |