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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 | $46,956 | $106,905-56.1% | $84,020-44.1% | $152,885-69.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.5%-32.5pp |
| Annual return | 31.94% | 105.00%-73.1pp | 71.31%-39.4pp | 345.39%-313.5pp |
| Employer contribution / active EE | $728 | $2,735-73.4% | $1,984-63.3% | $4,763-84.7% |
| Participant deferral / active EE | $9,500 | $4,012+136.8% | $3,239+193.3% | $5,851+62.4% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |