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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 | $50,859 | $157,276-67.7% | $141,177-64.0% | $152,885-66.7% |
| Participation rate | 46.7% | 84.8%-38.2pp | 82.5%-35.8pp | 82.5%-35.8pp |
| Annual return | 23.76% | 64.33%-40.6pp | 71.40%-47.6pp | 345.39%-321.6pp |
| Employer contribution / active EE | $1,338 | $5,262-74.6% | $4,736-71.7% | $4,763-71.9% |
| Participant deferral / active EE | $3,503 | $7,110-50.7% | $6,710-47.8% | $5,851-40.1% |
| Admin fee / account holder | $250 | $12,123-97.9% | $10,263-97.6% | $11,598-97.8% |