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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 | $32,915 | $81,643-59.7% | $70,462-53.3% | $158,950-79.3% |
| Participation rate | 37.5% | 77.7%-40.2pp | 75.1%-37.6pp | 82.0%-44.5pp |
| Annual return | 17.16% | 208.51%-191.3pp | 109.08%-91.9pp | 302.91%-285.7pp |
| Employer contribution / active EE | $1,556 | $3,218-51.6% | $2,737-43.1% | $4,762-67.3% |
| Participant deferral / active EE | $2,123 | $4,555-53.4% | $3,710-42.8% | $5,983-64.5% |
| Admin fee / account holder | $37 | $6,194-99.4% | $3,845-99.0% | $11,248-99.7% |