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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 | $38,683 | $108,882-64.5% | $96,754-60.0% | $154,746-75.0% |
| Participation rate | 40.0% | 75.1%-35.1pp | 70.3%-30.3pp | 80.7%-40.7pp |
| Annual return | 32.92% | 98.39%-65.5pp | 82.04%-49.1pp | 172.34%-139.4pp |
| Employer contribution / active EE | $592 | $3,018-80.4% | $2,679-77.9% | $4,379-86.5% |
| Participant deferral / active EE | $3,392 | $5,323-36.3% | $4,758-28.7% | $6,730-49.6% |
| Admin fee / account holder | $13 | $10,200-99.9% | $8,905-99.9% | $14,365-99.9% |