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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 | $31,912 | $101,063-68.4% | $81,473-60.8% | $147,586-78.4% |
| Participation rate | 43.8% | 74.5%-30.7pp | 68.0%-24.2pp | 82.8%-39.1pp |
| Annual return | 22.34% | 32.41%-10.1pp | 38.78%-16.4pp | 578.59%-556.3pp |
| Employer contribution / active EE | $1,007 | $3,206-68.6% | $2,568-60.8% | $4,876-79.4% |
| Participant deferral / active EE | $2,633 | $4,242-37.9% | $3,537-25.6% | $5,439-51.6% |
| Admin fee / account holder | $19 | $5,812-99.7% | $4,561-99.6% | $10,886-99.8% |