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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 | $26,308 | $124,314-78.8% | $109,163-75.9% | $167,518-84.3% |
| Participation rate | 45.8% | 79.4%-33.6pp | 75.9%-30.0pp | 82.1%-36.3pp |
| Annual return | 13.54% | 26.04%-12.5pp | 25.75%-12.2pp | 478.71%-465.2pp |
| Employer contribution / active EE | $1,366 | $4,209-67.5% | $3,723-63.3% | $4,838-71.8% |
| Participant deferral / active EE | $1,917 | $5,256-63.5% | $4,654-58.8% | $6,342-69.8% |
| Admin fee / account holder | $205 | $7,973-97.4% | $6,754-97.0% | $12,312-98.3% |