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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 | $48,682 | $106,923-54.5% | $84,023-42.1% | $152,909-68.2% |
| Participation rate | 43.8% | 75.3%-31.5pp | 69.0%-25.3pp | 82.5%-38.7pp |
| Annual return | 19.81% | 105.02%-85.2pp | 71.32%-51.5pp | 345.46%-325.7pp |
| Employer contribution / active EE | $1,002 | $2,735-63.4% | $1,984-49.5% | $4,764-79.0% |
| Participant deferral / active EE | $2,638 | $4,013-34.3% | $3,239-18.5% | $5,851-54.9% |
| Admin fee / account holder | $297 | $8,289-96.4% | $6,102-95.1% | $11,601-97.4% |