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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 | $38,522 | $116,190-66.8% | $93,614-58.9% | $152,885-74.8% |
| Participation rate | 41.7% | 78.0%-36.4pp | 75.8%-34.2pp | 82.5%-40.8pp |
| Annual return | 17.62% | 35.96%-18.3pp | 32.76%-15.1pp | 345.39%-327.8pp |
| Employer contribution / active EE | $1,236 | $3,219-61.6% | $2,718-54.5% | $4,763-74.1% |
| Participant deferral / active EE | $2,423 | $4,604-47.4% | $4,069-40.5% | $5,851-58.6% |
| Admin fee / account holder | $205 | $10,749-98.1% | $7,889-97.4% | $11,598-98.2% |