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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 | $28,798 | $142,430-79.8% | $115,170-75.0% | $152,897-81.2% |
| Participation rate | 33.3% | 82.4%-49.0pp | 75.9%-42.6pp | 82.5%-49.1pp |
| Annual return | 37.11% | 41.48%-4.4pp | 35.60%+1.5pp | 345.43%-308.3pp |
| Employer contribution / active EE | $1,556 | $4,011-61.2% | $3,179-51.1% | $4,764-67.3% |
| Participant deferral / active EE | $3,575 | $5,165-30.8% | $4,169-14.2% | $5,851-38.9% |
| Admin fee / account holder | $203 | $8,464-97.6% | $7,089-97.1% | $11,599-98.3% |