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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 | $28,429 | $115,810-75.5% | $101,271-71.9% | $158,966-82.1% |
| Participation rate | 30.0% | 79.4%-49.4pp | 75.8%-45.8pp | 82.0%-52.0pp |
| Annual return | 25.27% | 56.15%-30.9pp | 46.48%-21.2pp | 302.95%-277.7pp |
| Employer contribution / active EE | $1,103 | $4,175-73.6% | $3,660-69.9% | $4,762-76.8% |
| Participant deferral / active EE | $3,839 | $4,958-22.6% | $4,371-12.2% | $5,983-35.8% |
| Admin fee / account holder | $102 | $7,248-98.6% | $5,948-98.3% | $11,250-99.1% |