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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 | $32,286 | $53,128-39.2% | $86,582-62.7% | $70,126-54.0% |
| Participation rate | 33.3% | 65.3%-32.0pp | 73.5%-40.2pp | 69.5%-36.2pp |
| Annual return | 25.15% | 27.66%-2.5pp | 965.08%-939.9pp | 73.15%-48.0pp |
| Employer contribution / active EE | $759 | $2,068-63.3% | $2,839-73.3% | $2,343-67.6% |
| Participant deferral / active EE | $2,198 | $2,695-18.4% | $3,609-39.1% | $3,332-34.0% |
| Admin fee / account holder | $140 | $3,584-96.1% | $4,904-97.1% | $4,645-97.0% |