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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 | $26,808 | $150,412-82.2% | $120,574-77.8% | $145,884-81.6% |
| Participation rate | 45.0% | 78.8%-33.8pp | 71.9%-26.9pp | 80.3%-35.3pp |
| Annual return | 31.51% | 154.50%-123.0pp | 107.42%-75.9pp | 551.85%-520.3pp |
| Employer contribution / active EE | $947 | $4,355-78.3% | $3,471-72.7% | $4,662-79.7% |
| Participant deferral / active EE | $2,327 | $6,175-62.3% | $4,996-53.4% | $6,690-65.2% |
| Admin fee / account holder | $155 | $12,224-98.7% | $9,445-98.4% | $13,392-98.8% |