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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 | $43,399 | $69,274-37.4% | $64,097-32.3% | $139,487-68.9% |
| Participation rate | 40.9% | 75.6%-34.7pp | 72.3%-31.4pp | 80.3%-39.4pp |
| Annual return | 14.67% | 46.00%-31.3pp | 33.75%-19.1pp | 373.84%-359.2pp |
| Employer contribution / active EE | $740 | $3,187-76.8% | $2,750-73.1% | $4,755-84.4% |
| Participant deferral / active EE | $3,507 | $4,685-25.2% | $3,881-9.7% | $6,713-47.8% |
| Admin fee / account holder | $20 | $4,247-99.5% | $3,070-99.3% | $11,407-99.8% |