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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 | $26,607 | $96,524-72.4% | $75,900-64.9% | $152,909-82.6% |
| Participation rate | 47.6% | 76.2%-28.6pp | 69.3%-21.7pp | 82.5%-34.8pp |
| Annual return | 24.45% | 33.93%-9.5pp | 30.73%-6.3pp | 345.46%-321.0pp |
| Employer contribution / active EE | $1,014 | $3,311-69.4% | $2,501-59.5% | $4,764-78.7% |
| Participant deferral / active EE | $1,835 | $4,554-59.7% | $3,604-49.1% | $5,851-68.6% |
| Admin fee / account holder | $20 | $8,082-99.8% | $5,421-99.6% | $11,601-99.8% |