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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 | $13,721 | $103,008-86.7% | $90,304-84.8% | $152,897-91.0% |
| Participation rate | 40.0% | 75.9%-35.9pp | 73.3%-33.3pp | 82.5%-42.5pp |
| Annual return | 32.72% | 95.22%-62.5pp | 78.13%-45.4pp | 345.43%-312.7pp |
| Employer contribution / active EE | $613 | $3,139-80.5% | $2,855-78.5% | $4,764-87.1% |
| Participant deferral / active EE | $3,114 | $4,281-27.3% | $3,885-19.9% | $5,851-46.8% |
| Admin fee / account holder | $178 | $6,175-97.1% | $5,354-96.7% | $11,599-98.5% |