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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 | $34,528 | $47,479-27.3% | $62,929-45.1% | $82,448-58.1% |
| Participation rate | 44.4% | 66.9%-22.4pp | 73.1%-28.7pp | 68.1%-23.6pp |
| Annual return | 21.06% | 20.34%+0.7pp | 1063.93%-1042.9pp | 41.64%-20.6pp |
| Employer contribution / active EE | $446 | $1,885-76.3% | $2,505-82.2% | $2,551-82.5% |
| Participant deferral / active EE | $3,321 | $2,870+15.7% | $3,888-14.6% | $4,139-19.8% |
| Admin fee / account holder | $31 | $3,804-99.2% | $5,065-99.4% | $7,234-99.6% |