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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 | $37,891 | $109,372-65.4% | $89,414-57.6% | $158,966-76.2% |
| Participation rate | 45.5% | 74.3%-28.8pp | 68.0%-22.5pp | 82.0%-36.5pp |
| Annual return | 19.11% | 345.55%-326.4pp | 245.50%-226.4pp | 302.95%-283.8pp |
| Employer contribution / active EE | $1,030 | $3,171-67.5% | $2,586-60.2% | $4,762-78.4% |
| Participant deferral / active EE | $1,459 | $4,598-68.3% | $3,890-62.5% | $5,983-75.6% |
| Admin fee / account holder | $242 | $6,156-96.1% | $4,883-95.0% | $11,250-97.9% |