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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 | $38,731 | $115,814-66.6% | $101,275-61.8% | $158,982-75.6% |
| Participation rate | 68.2% | 79.4%-11.2pp | 75.8%-7.6pp | 82.0%-13.8pp |
| Annual return | 22.03% | 56.16%-34.1pp | 46.48%-24.5pp | 302.99%-281.0pp |
| Employer contribution / active EE | $1,013 | $4,176-75.7% | $3,660-72.3% | $4,763-78.7% |
| Participant deferral / active EE | $2,128 | $4,958-57.1% | $4,371-51.3% | $5,983-64.4% |
| Admin fee / account holder | $96 | $7,249-98.7% | $5,948-98.4% | $11,252-99.1% |