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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 | $42,518 | $117,904-63.9% | $102,457-58.5% | $145,978-70.9% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | 18.56% | 31.80%-13.2pp | 29.41%-10.8pp | 550.52%-532.0pp |
| Employer contribution / active EE | $1,861 | $3,613-48.5% | $3,022-38.4% | $4,662-60.1% |
| Participant deferral / active EE | $3,044 | $5,733-46.9% | $5,054-39.8% | $6,690-54.5% |
| Admin fee / account holder | $20 | $13,329-99.8% | $9,451-99.8% | $13,400-99.9% |