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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 | $40,808 | $100,203-59.3% | $85,240-52.1% | $145,897-72.0% |
| Participation rate | 23.1% | 74.1%-51.0pp | 67.5%-44.5pp | 80.3%-57.2pp |
| Annual return | 30.79% | 84.28%-53.5pp | 66.75%-36.0pp | 552.29%-521.5pp |
| Employer contribution / active EE | $1,190 | $3,242-63.3% | $2,735-56.5% | $4,663-74.5% |
| Participant deferral / active EE | $2,164 | $5,299-59.2% | $4,527-52.2% | $6,689-67.6% |
| Admin fee / account holder | $20 | $7,265-99.7% | $6,165-99.7% | $13,390-99.9% |