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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 | $49,499 | $106,923-53.7% | $84,023-41.1% | $152,909-67.6% |
| Participation rate | 33.3% | 75.3%-41.9pp | 69.0%-35.7pp | 82.5%-49.1pp |
| Annual return | 22.01% | 105.02%-83.0pp | 71.32%-49.3pp | 345.46%-323.5pp |
| Employer contribution / active EE | $1,095 | $2,735-60.0% | $1,984-44.8% | $4,764-77.0% |
| Participant deferral / active EE | $2,187 | $4,013-45.5% | $3,239-32.5% | $5,851-62.6% |
| Admin fee / account holder | $54 | $8,289-99.4% | $6,102-99.1% | $11,601-99.5% |