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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 | $37,258 | $105,856-64.8% | $90,161-58.7% | $147,585-74.8% |
| Participation rate | 58.8% | 79.7%-20.9pp | 76.9%-18.0pp | 82.8%-24.0pp |
| Annual return | 31.14% | 37.63%-6.5pp | 34.89%-3.7pp | 578.58%-547.4pp |
| Employer contribution / active EE | $1,942 | $4,126-52.9% | $3,318-41.5% | $4,876-60.2% |
| Participant deferral / active EE | $3,127 | $5,733-45.5% | $5,287-40.9% | $5,439-42.5% |
| Admin fee / account holder | $116 | $8,046-98.6% | $5,943-98.1% | $10,886-98.9% |