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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 | $42,661 | $103,008-58.6% | $90,304-52.8% | $152,897-72.1% |
| Participation rate | 38.5% | 75.9%-37.4pp | 73.3%-34.8pp | 82.5%-44.0pp |
| Annual return | 21.12% | 95.22%-74.1pp | 78.13%-57.0pp | 345.43%-324.3pp |
| Employer contribution / active EE | $1,009 | $3,139-67.9% | $2,855-64.7% | $4,764-78.8% |
| Participant deferral / active EE | $953 | $4,281-77.7% | $3,885-75.5% | $5,851-83.7% |
| Admin fee / account holder | $201 | $6,175-96.7% | $5,354-96.2% | $11,599-98.3% |