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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 | $16,934 | $115,810-85.4% | $101,271-83.3% | $158,966-89.3% |
| Participation rate | 40.9% | 79.4%-38.5pp | 75.8%-34.9pp | 82.0%-41.1pp |
| Annual return | 29.26% | 56.15%-26.9pp | 46.48%-17.2pp | 302.95%-273.7pp |
| Employer contribution / active EE | $1,094 | $4,175-73.8% | $3,660-70.1% | $4,762-77.0% |
| Participant deferral / active EE | $1,849 | $4,958-62.7% | $4,371-57.7% | $5,983-69.1% |
| Admin fee / account holder | $92 | $7,248-98.7% | $5,948-98.5% | $11,250-99.2% |