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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 | $38,893 | $85,171-54.3% | $172,752-77.5% | $72,975-46.7% |
| Participation rate | 48.6% | 70.1%-21.5pp | 82.6%-34.1pp | 69.5%-20.9pp |
| Annual return | 24.63% | 27.32%-2.7pp | 802.97%-778.3pp | 81.01%-56.4pp |
| Employer contribution / active EE | $1,043 | $3,324-68.6% | $5,144-79.7% | $2,440-57.3% |
| Participant deferral / active EE | $3,260 | $3,2600% | $5,198-37.3% | $3,608-9.6% |
| Admin fee / account holder | $28 | $5,880-99.5% | $13,955-99.8% | $5,124-99.4% |