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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 | $39,674 | $155,833-74.5% | $124,693-68.2% | $167,536-76.3% |
| Participation rate | 41.2% | 81.1%-39.9pp | 74.6%-33.4pp | 82.1%-40.9pp |
| Annual return | 9.40% | 17.98%-8.6pp | 5144.19%-5134.8pp | 478.82%-469.4pp |
| Employer contribution / active EE | $2,187 | $4,164-47.5% | $3,324-34.2% | $4,839-54.8% |
| Participant deferral / active EE | $3,252 | $5,675-42.7% | $4,615-29.5% | $6,342-48.7% |
| Admin fee / account holder | $148 | $9,534-98.5% | $7,494-98.0% | $12,315-98.8% |