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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 | $39,731 | $110,278-64.0% | $95,740-58.5% | $139,466-71.5% |
| Participation rate | 44.4% | 75.7%-31.3pp | 72.3%-27.8pp | 80.3%-35.9pp |
| Annual return | 26.18% | 27.19%-1.0pp | 28.41%-2.2pp | 373.66%-347.5pp |
| Employer contribution / active EE | $1,204 | $3,260-63.1% | $2,836-57.5% | $4,754-74.7% |
| Participant deferral / active EE | $5,943 | $4,674+27.1% | $4,244+40.0% | $6,712-11.5% |
| Admin fee / account holder | $19 | $6,613-99.7% | $5,676-99.7% | $11,409-99.8% |