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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 | $61,277 | $124,330-50.7% | $109,173-43.9% | $167,536-63.4% |
| Participation rate | 33.3% | 79.5%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 18.41% | 26.04%-7.6pp | 25.75%-7.3pp | 478.82%-460.4pp |
| Employer contribution / active EE | $951 | $4,209-77.4% | $3,723-74.4% | $4,839-80.3% |
| Participant deferral / active EE | $4,567 | $5,256-13.1% | $4,654-1.9% | $6,342-28.0% |
| Admin fee / account holder | $3 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |