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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 | $35,680 | $118,875-70.0% | $96,572-63.1% | $167,553-78.7% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.8%-29.8pp | 82.1%-42.1pp |
| Annual return | 15.23% | 50.50%-35.3pp | 37.79%-22.6pp | 478.89%-463.7pp |
| Employer contribution / active EE | $872 | $3,121-72.1% | $2,357-63.0% | $4,840-82.0% |
| Participant deferral / active EE | $1,608 | $4,617-65.2% | $3,850-58.2% | $6,343-74.7% |
| Admin fee / account holder | $29 | $8,070-99.6% | $6,183-99.5% | $12,316-99.8% |