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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 | $41,856 | $165,939-74.8% | $122,354-65.8% | $147,586-71.6% |
| Participation rate | 50.0% | 79.6%-29.6pp | 71.6%-21.6pp | 82.8%-32.8pp |
| Annual return | 22.09% | 34.56%-12.5pp | 30.28%-8.2pp | 578.59%-556.5pp |
| Employer contribution / active EE | $1,788 | $5,754-68.9% | $4,051-55.9% | $4,876-63.3% |
| Participant deferral / active EE | $3,568 | $4,005-10.9% | $3,287+8.5% | $5,439-34.4% |
| Admin fee / account holder | $21 | $7,425-99.7% | $5,479-99.6% | $10,886-99.8% |