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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 | $42,915 | $124,330-65.5% | $109,173-60.7% | $167,536-74.4% |
| Participation rate | 46.2% | 79.5%-33.3pp | 75.9%-29.7pp | 82.1%-36.0pp |
| Annual return | 29.60% | 26.04%+3.6pp | 25.75%+3.8pp | 478.82%-449.2pp |
| Employer contribution / active EE | $1,721 | $4,209-59.1% | $3,723-53.8% | $4,839-64.4% |
| Participant deferral / active EE | $7,044 | $5,256+34.0% | $4,654+51.4% | $6,342+11.1% |
| Admin fee / account holder | $19 | $7,974-99.8% | $6,755-99.7% | $12,315-99.8% |