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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 | $55,733 | $100,203-44.4% | $85,240-34.6% | $145,897-61.8% |
| Participation rate | 26.3% | 74.1%-47.8pp | 67.5%-41.2pp | 80.3%-54.0pp |
| Annual return | 18.81% | 84.28%-65.5pp | 66.75%-47.9pp | 552.29%-533.5pp |
| Employer contribution / active EE | $417 | $3,242-87.1% | $2,735-84.7% | $4,663-91.0% |
| Participant deferral / active EE | $3,557 | $5,299-32.9% | $4,527-21.4% | $6,689-46.8% |
| Admin fee / account holder | $4 | $7,265-99.9% | $6,165-99.9% | $13,390-100.0% |