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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 | $37,394 | $166,131-77.5% | $164,975-77.3% | $145,877-74.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 12.31% | 100.37%-88.1pp | 70.12%-57.8pp | 551.28%-539.0pp |
| Employer contribution / active EE | $1,420 | $5,276-73.1% | $4,343-67.3% | $4,663-69.5% |
| Participant deferral / active EE | $3,550 | $6,962-49.0% | $6,033-41.2% | $6,691-46.9% |
| Admin fee / account holder | $236 | $16,648-98.6% | $12,688-98.1% | $13,402-98.2% |