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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 | $44,985 | $103,008-56.3% | $90,304-50.2% | $152,897-70.6% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.5%-49.1pp |
| Annual return | 31.75% | 95.22%-63.5pp | 78.13%-46.4pp | 345.43%-313.7pp |
| Employer contribution / active EE | $254 | $3,139-91.9% | $2,855-91.1% | $4,764-94.7% |
| Participant deferral / active EE | $6,333 | $4,281+47.9% | $3,885+63.0% | $5,851+8.2% |
| Admin fee / account holder | $193 | $6,175-96.9% | $5,354-96.4% | $11,599-98.3% |