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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 | $125,190-69.7% | $105,624-64.1% | $145,897-74.0% |
| Participation rate | 42.9% | 77.6%-34.8pp | 75.3%-32.4pp | 80.3%-37.4pp |
| Annual return | 11.95% | 225.22%-213.3pp | 116.20%-104.3pp | 552.29%-540.3pp |
| Employer contribution / active EE | $977 | $3,720-73.7% | $3,168-69.2% | $4,663-79.0% |
| Participant deferral / active EE | $1,870 | $5,716-67.3% | $5,013-62.7% | $6,689-72.0% |
| Admin fee / account holder | $191 | $17,138-98.9% | $10,961-98.3% | $13,390-98.6% |