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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 | $31,335 | $107,368-70.8% | $92,915-66.3% | $152,909-79.5% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.0%-31.6pp | 82.5%-38.0pp |
| Annual return | 24.56% | 145.64%-121.1pp | 109.45%-84.9pp | 345.46%-320.9pp |
| Employer contribution / active EE | $1,032 | $4,222-75.6% | $3,653-71.8% | $4,764-78.3% |
| Participant deferral / active EE | $3,753 | $4,848-22.6% | $4,238-11.5% | $5,851-35.9% |
| Admin fee / account holder | $12 | $7,082-99.8% | $5,796-99.8% | $11,601-99.9% |