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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 | $24,285 | $118,877-79.6% | $96,570-74.9% | $167,536-85.5% |
| Participation rate | 33.3% | 75.5%-42.2pp | 69.8%-36.5pp | 82.1%-48.8pp |
| Annual return | 18.08% | 50.50%-32.4pp | 37.79%-19.7pp | 478.82%-460.7pp |
| Employer contribution / active EE | $1,945 | $3,121-37.7% | $2,357-17.5% | $4,839-59.8% |
| Participant deferral / active EE | $4,499 | $4,617-2.5% | $3,849+16.9% | $6,342-29.1% |
| Admin fee / account holder | $183 | $8,069-97.7% | $6,182-97.0% | $12,315-98.5% |