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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 | $48,442 | $113,339-57.3% | $94,993-49.0% | $147,585-67.2% |
| Participation rate | 30.8% | 78.0%-47.2pp | 73.9%-43.1pp | 82.8%-52.1pp |
| Annual return | 16.77% | 20.77%-4.0pp | 27.12%-10.3pp | 578.57%-561.8pp |
| Employer contribution / active EE | $383 | $3,160-87.9% | $2,603-85.3% | $4,876-92.1% |
| Participant deferral / active EE | $1,759 | $3,777-53.4% | $3,317-47.0% | $5,439-67.7% |
| Admin fee / account holder | $234 | $6,063-96.1% | $4,960-95.3% | $10,885-97.9% |