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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 | $62,806 | $118,919-47.2% | $88,538-29.1% | $152,885-58.9% |
| Participation rate | 25.0% | 73.4%-48.4pp | 68.7%-43.7pp | 82.5%-57.5pp |
| Annual return | 21.08% | 47.92%-26.8pp | 43.64%-22.6pp | 345.39%-324.3pp |
| Employer contribution / active EE | $675 | $2,669-74.7% | $2,098-67.8% | $4,763-85.8% |
| Participant deferral / active EE | $3,125 | $3,549-11.9% | $2,914+7.2% | $5,851-46.6% |
| Admin fee / account holder | $0 | $5,876-100.0% | $4,310-100.0% | $11,598-100.0% |