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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 | $43,773 | $101,063-56.7% | $81,473-46.3% | $147,586-70.3% |
| Participation rate | 25.0% | 74.5%-49.5pp | 68.0%-43.0pp | 82.8%-57.8pp |
| Annual return | 17.53% | 32.41%-14.9pp | 38.78%-21.3pp | 578.59%-561.1pp |
| Employer contribution / active EE | $621 | $3,206-80.6% | $2,568-75.8% | $4,876-87.3% |
| Participant deferral / active EE | $1,827 | $4,242-56.9% | $3,537-48.3% | $5,439-66.4% |
| Admin fee / account holder | $133 | $5,812-97.7% | $4,561-97.1% | $10,886-98.8% |