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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 | $29,631 | $85,171-65.2% | $172,752-82.8% | $72,975-59.4% |
| Participation rate | 53.8% | 70.1%-16.2pp | 82.6%-28.8pp | 69.5%-15.6pp |
| Annual return | 29.24% | 27.32%+1.9pp | 802.97%-773.7pp | 81.01%-51.8pp |
| Employer contribution / active EE | $2,103 | $3,324-36.7% | $5,144-59.1% | $2,440-13.8% |
| Participant deferral / active EE | $3,834 | $3,260+17.6% | $5,198-26.2% | $3,608+6.3% |
| Admin fee / account holder | $49 | $5,880-99.2% | $13,955-99.6% | $5,124-99.0% |