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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 | $37,161 | $110,551-66.4% | $80,741-54.0% | $167,518-77.8% |
| Participation rate | 11.1% | 64.0%-52.8pp | 54.2%-43.1pp | 82.1%-71.0pp |
| Annual return | 11.00% | 120.57%-109.6pp | 87.30%-76.3pp | 478.71%-467.7pp |
| Employer contribution / active EE | $472 | $1,543-69.4% | $1,160-59.3% | $4,838-90.3% |
| Participant deferral / active EE | $589 | $2,870-79.5% | $2,145-72.6% | $6,342-90.7% |
| Admin fee / account holder | $167 | $4,547-96.3% | $3,380-95.1% | $12,312-98.6% |