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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 | $39,250 | $117,846-66.7% | $102,434-61.7% | $145,884-73.1% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 24.04% | 31.90%-7.9pp | 29.46%-5.4pp | 551.85%-527.8pp |
| Employer contribution / active EE | $1,432 | $3,615-60.4% | $3,023-52.6% | $4,662-69.3% |
| Participant deferral / active EE | $4,405 | $5,733-23.2% | $5,055-12.9% | $6,690-34.2% |
| Admin fee / account holder | $20 | $13,356-99.9% | $9,462-99.8% | $13,392-99.9% |