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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 | $44,830 | $107,944-58.5% | $91,994-51.3% | $152,885-70.7% |
| Participation rate | 45.5% | 81.2%-35.7pp | 78.6%-33.2pp | 82.5%-37.0pp |
| Annual return | 25.37% | 89.26%-63.9pp | 69.03%-43.7pp | 345.39%-320.0pp |
| Employer contribution / active EE | $1,701 | $4,210-59.6% | $3,452-50.7% | $4,763-64.3% |
| Participant deferral / active EE | $2,071 | $6,365-67.5% | $5,923-65.0% | $5,851-64.6% |
| Admin fee / account holder | $20 | $10,521-99.8% | $7,743-99.7% | $11,598-99.8% |