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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 | $31,657 | $106,280-70.2% | $96,538-67.2% | $139,487-77.3% |
| Participation rate | 46.7% | 77.8%-31.2pp | 74.3%-27.7pp | 80.3%-33.7pp |
| Annual return | 18.83% | 38.48%-19.7pp | 35.74%-16.9pp | 373.84%-355.0pp |
| Employer contribution / active EE | $1,725 | $4,107-58.0% | $3,740-53.9% | $4,755-63.7% |
| Participant deferral / active EE | $3,416 | $5,457-37.4% | $4,880-30.0% | $6,713-49.1% |
| Admin fee / account holder | $140 | $7,888-98.2% | $6,737-97.9% | $11,407-98.8% |