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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 | $48,461 | $98,240-50.7% | $82,312-41.1% | $147,586-67.2% |
| Participation rate | 31.8% | 79.7%-47.9pp | 76.9%-45.1pp | 82.8%-51.0pp |
| Annual return | 12.57% | 30.85%-18.3pp | 25.88%-13.3pp | 578.59%-566.0pp |
| Employer contribution / active EE | $949 | $3,192-70.3% | $2,428-60.9% | $4,876-80.5% |
| Participant deferral / active EE | $1,626 | $4,383-62.9% | $3,706-56.1% | $5,439-70.1% |
| Admin fee / account holder | $22 | $8,563-99.7% | $5,608-99.6% | $10,886-99.8% |