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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 | $31,278 | $121,656-74.3% | $104,614-70.1% | $158,950-80.3% |
| Participation rate | 60.0% | 77.5%-17.5pp | 74.1%-14.1pp | 82.0%-22.0pp |
| Annual return | 17.46% | 465.51%-448.1pp | 340.56%-323.1pp | 302.91%-285.4pp |
| Employer contribution / active EE | $817 | $3,164-74.2% | $2,681-69.5% | $4,762-82.8% |
| Participant deferral / active EE | $5,780 | $4,177+38.4% | $3,739+54.6% | $5,983-3.4% |
| Admin fee / account holder | $88 | $7,775-98.9% | $6,464-98.6% | $11,248-99.2% |