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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 | $44,882 | $110,551-59.4% | $80,741-44.4% | $167,536-73.2% |
| Participation rate | 50.0% | 64.0%-14.0pp | 54.2%-4.2pp | 82.1%-32.1pp |
| Annual return | 17.17% | 120.57%-103.4pp | 87.30%-70.1pp | 478.82%-461.7pp |
| Employer contribution / active EE | $336 | $1,543-78.2% | $1,160-71.0% | $4,839-93.1% |
| Participant deferral / active EE | $2,700 | $2,870-5.9% | $2,145+25.9% | $6,342-57.4% |
| Admin fee / account holder | $51 | $4,547-98.9% | $3,380-98.5% | $12,315-99.6% |