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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 | $62,458 | $103,000-39.4% | $90,300-30.8% | $152,885-59.1% |
| Participation rate | 36.4% | 75.9%-39.5pp | 73.3%-36.9pp | 82.5%-46.1pp |
| Annual return | 20.09% | 95.19%-75.1pp | 78.11%-58.0pp | 345.39%-325.3pp |
| Employer contribution / active EE | $581 | $3,138-81.5% | $2,854-79.6% | $4,763-87.8% |
| Participant deferral / active EE | $1,969 | $4,281-54.0% | $3,884-49.3% | $5,851-66.3% |
| Admin fee / account holder | $285 | $6,173-95.4% | $5,353-94.7% | $11,598-97.5% |