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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 | $43,427 | $78,682-44.8% | $109,188-60.2% | $85,851-49.4% |
| Participation rate | 47.7% | 68.3%-20.6pp | 75.9%-28.2pp | 69.3%-21.6pp |
| Annual return | 17.72% | 25.09%-7.4pp | 25.76%-8.0pp | 318.63%-300.9pp |
| Employer contribution / active EE | $1,164 | $2,734-57.4% | $3,723-68.7% | $2,565-54.6% |
| Participant deferral / active EE | $1,586 | $3,468-54.3% | $4,654-65.9% | $3,952-59.9% |
| Admin fee / account holder | $144 | $5,470-97.4% | $6,755-97.9% | $6,261-97.7% |