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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 | $100,139-59.2% | $85,187-52.1% | $145,884-72.0% |
| Participation rate | 23.1% | 74.1%-51.0pp | 67.5%-44.4pp | 80.3%-57.2pp |
| Annual return | 30.79% | 84.15%-53.4pp | 66.67%-35.9pp | 551.85%-521.1pp |
| Employer contribution / active EE | $1,190 | $3,238-63.2% | $2,732-56.4% | $4,662-74.5% |
| Participant deferral / active EE | $2,164 | $5,296-59.1% | $4,525-52.2% | $6,690-67.6% |
| Admin fee / account holder | $20 | $7,262-99.7% | $6,162-99.7% | $13,392-99.9% |