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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 | $42,849 | $124,330-65.5% | $109,173-60.8% | $167,536-74.4% |
| Participation rate | 25.0% | 79.5%-54.5pp | 75.9%-50.9pp | 82.1%-57.1pp |
| Annual return | 17.81% | 26.04%-8.2pp | 25.75%-7.9pp | 478.82%-461.0pp |
| Employer contribution / active EE | $1,030 | $4,209-75.5% | $3,723-72.3% | $4,839-78.7% |
| Participant deferral / active EE | $2,854 | $5,256-45.7% | $4,654-38.7% | $6,342-55.0% |
| Admin fee / account holder | $6 | $7,974-99.9% | $6,755-99.9% | $12,315-100.0% |