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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 | $55,679 | $133,981-58.4% | $112,249-50.4% | $134,532-58.6% |
| Participation rate | 20.0% | 78.6%-58.6pp | 75.1%-55.1pp | 81.2%-61.2pp |
| Annual return | 136.92% | 47.16%+89.8pp | 27.48%+109.4pp | 418.27%-281.3pp |
| Employer contribution / active EE | $913 | $4,040-77.4% | $3,636-74.9% | $4,741-80.7% |
| Participant deferral / active EE | $3,381 | $5,292-36.1% | $4,729-28.5% | $6,401-47.2% |
| Admin fee / account holder | $20 | $7,492-99.7% | $6,412-99.7% | $11,429-99.8% |