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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 | $19,601 | $106,247-81.6% | $96,515-79.7% | $139,466-85.9% |
| Participation rate | 45.5% | 77.8%-32.4pp | 74.3%-28.9pp | 80.3%-34.9pp |
| Annual return | 35.51% | 38.47%-3.0pp | 35.73%-0.2pp | 373.66%-338.2pp |
| Employer contribution / active EE | $1,181 | $4,106-71.2% | $3,740-68.4% | $4,754-75.2% |
| Participant deferral / active EE | $2,901 | $5,456-46.8% | $4,880-40.5% | $6,712-56.8% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |