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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 | $47,233 | $106,905-55.8% | $84,020-43.8% | $152,885-69.1% |
| Participation rate | 37.5% | 75.2%-37.7pp | 69.0%-31.5pp | 82.5%-45.0pp |
| Annual return | 29.35% | 105.00%-75.7pp | 71.31%-42.0pp | 345.39%-316.0pp |
| Employer contribution / active EE | $1,397 | $2,735-48.9% | $1,984-29.6% | $4,763-70.7% |
| Participant deferral / active EE | $2,885 | $4,012-28.1% | $3,239-10.9% | $5,851-50.7% |
| Admin fee / account holder | $20 | $8,287-99.8% | $6,101-99.7% | $11,598-99.8% |