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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 | $36,046 | $105,856-65.9% | $90,161-60.0% | $147,586-75.6% |
| Participation rate | 69.6% | 79.7%-10.2pp | 76.9%-7.3pp | 82.8%-13.3pp |
| Annual return | 20.04% | 37.63%-17.6pp | 34.89%-14.8pp | 578.59%-558.6pp |
| Employer contribution / active EE | $1,828 | $4,126-55.7% | $3,318-44.9% | $4,876-62.5% |
| Participant deferral / active EE | $4,362 | $5,733-23.9% | $5,287-17.5% | $5,439-19.8% |
| Admin fee / account holder | $250 | $8,046-96.9% | $5,943-95.8% | $10,886-97.7% |