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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 | $36,644 | $102,422-64.2% | $147,117-75.1% | $80,959-54.7% |
| Participation rate | 63.3% | 75.9%-12.5pp | 82.2%-18.9pp | 67.7%-4.3pp |
| Annual return | 13.68% | 135.16%-121.5pp | 420.54%-406.9pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,644 | $3,717-55.8% | $4,932-66.7% | $2,757-40.4% |
| Participant deferral / active EE | $2,737 | $6,652-58.9% | $8,065-66.1% | $4,300-36.4% |
| Admin fee / account holder | $4 | $7,953-99.9% | $12,993-100.0% | $6,925-99.9% |