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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 | $32,433 | $110,410-70.6% | $102,437-68.3% | $145,897-77.8% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 14.30% | 24.85%-10.6pp | 24.95%-10.7pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,885 | $4,217-55.3% | $3,871-51.3% | $4,663-59.6% |
| Participant deferral / active EE | $1,885 | $5,622-66.5% | $5,060-62.7% | $6,689-71.8% |
| Admin fee / account holder | $63 | $9,745-99.4% | $8,388-99.3% | $13,390-99.5% |