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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 | $37,918 | $126,519-70.0% | $106,201-64.3% | $145,959-74.0% |
| Participation rate | 42.9% | 77.7%-34.8pp | 75.3%-32.4pp | 80.3%-37.4pp |
| Annual return | 11.95% | 225.10%-213.2pp | 116.26%-104.3pp | 561.95%-550.0pp |
| Employer contribution / active EE | $977 | $3,726-73.8% | $3,170-69.2% | $4,661-79.0% |
| Participant deferral / active EE | $1,870 | $5,716-67.3% | $5,012-62.7% | $6,689-72.0% |
| Admin fee / account holder | $191 | $17,312-98.9% | $11,039-98.3% | $13,398-98.6% |