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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 | $48,331 | $115,780-58.3% | $101,255-52.3% | $158,931-69.6% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 20.10% | 56.14%-36.0pp | 46.48%-26.4pp | 302.86%-282.8pp |
| Employer contribution / active EE | $1,835 | $4,175-56.1% | $3,660-49.9% | $4,761-61.5% |
| Participant deferral / active EE | $1,875 | $4,958-62.2% | $4,370-57.1% | $5,982-68.7% |
| Admin fee / account holder | $17 | $7,246-99.8% | $5,946-99.7% | $11,247-99.8% |