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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 | $41,732 | $77,416-46.1% | $69,464-39.9% | $152,897-72.7% |
| Participation rate | 35.3% | 78.1%-42.8pp | 74.6%-39.3pp | 82.5%-47.2pp |
| Annual return | 21.60% | 39.08%-17.5pp | 28.98%-7.4pp | 345.43%-323.8pp |
| Employer contribution / active EE | $1,098 | $3,315-66.9% | $2,779-60.5% | $4,764-77.0% |
| Participant deferral / active EE | $1,784 | $4,413-59.6% | $3,536-49.6% | $5,851-69.5% |
| Admin fee / account holder | $23 | $6,208-99.6% | $3,840-99.4% | $11,599-99.8% |