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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 | $33,341 | $55,902-40.4% | $76,030-56.1% | $80,959-58.8% |
| Participation rate | 59.4% | 62.1%-2.7pp | 69.1%-9.7pp | 67.7%-8.3pp |
| Annual return | 12.86% | 20.59%-7.7pp | 361.54%-348.7pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,144 | $1,867-38.7% | $2,688-57.5% | $2,757-58.5% |
| Participant deferral / active EE | $1,630 | $3,051-46.6% | $4,257-61.7% | $4,300-62.1% |
| Admin fee / account holder | $213 | $5,239-95.9% | $6,421-96.7% | $6,925-96.9% |