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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 | $40,532 | $99,995-59.5% | $85,063-52.4% | $145,978-72.2% |
| Participation rate | 36.4% | 74.1%-37.7pp | 67.5%-31.1pp | 80.3%-43.9pp |
| Annual return | 14.27% | 83.99%-69.7pp | 66.54%-52.3pp | 550.52%-536.3pp |
| Employer contribution / active EE | $1,142 | $3,231-64.6% | $2,727-58.1% | $4,662-75.5% |
| Participant deferral / active EE | $1,648 | $5,295-68.9% | $4,523-63.6% | $6,690-75.4% |
| Admin fee / account holder | $275 | $7,255-96.2% | $6,155-95.5% | $13,400-97.9% |