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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 | $37,195 | $101,069-63.2% | $81,478-54.3% | $147,585-74.8% |
| Participation rate | 63.2% | 74.5%-11.3pp | 68.0%-4.8pp | 82.8%-19.7pp |
| Annual return | 15.00% | 32.40%-17.4pp | 38.78%-23.8pp | 578.57%-563.6pp |
| Employer contribution / active EE | $328 | $3,205-89.8% | $2,568-87.2% | $4,876-93.3% |
| Participant deferral / active EE | $1,922 | $4,242-54.7% | $3,537-45.6% | $5,439-64.7% |
| Admin fee / account holder | $100 | $5,812-98.3% | $4,561-97.8% | $10,885-99.1% |