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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 | $13,946 | $106,247-86.9% | $96,515-85.6% | $139,466-90.0% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 28.57% | 38.47%-9.9pp | 35.73%-7.2pp | 373.66%-345.1pp |
| Employer contribution / active EE | $1,700 | $4,106-58.6% | $3,740-54.5% | $4,754-64.2% |
| Participant deferral / active EE | $3,092 | $5,456-43.3% | $4,880-36.6% | $6,712-53.9% |
| Admin fee / account holder | $41 | $7,885-99.5% | $6,735-99.4% | $11,409-99.6% |