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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 | $111,814-71.0% | $103,374-68.6% | $145,959-77.8% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 14.30% | 24.77%-10.5pp | 24.89%-10.6pp | 561.95%-547.7pp |
| Employer contribution / active EE | $1,885 | $4,214-55.3% | $3,869-51.3% | $4,661-59.6% |
| Participant deferral / active EE | $1,885 | $5,618-66.4% | $5,058-62.7% | $6,689-71.8% |
| Admin fee / account holder | $63 | $9,754-99.4% | $8,394-99.3% | $13,398-99.5% |