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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 | $38,028 | $99,921-61.9% | $85,009-55.3% | $145,959-73.9% |
| Participation rate | 57.1% | 74.1%-16.9pp | 67.5%-10.4pp | 80.3%-23.1pp |
| Annual return | 9.40% | 83.89%-74.5pp | 66.47%-57.1pp | 561.95%-552.5pp |
| Employer contribution / active EE | $1,226 | $3,233-62.1% | $2,728-55.1% | $4,661-73.7% |
| Participant deferral / active EE | $971 | $5,293-81.7% | $4,522-78.5% | $6,689-85.5% |
| Admin fee / account holder | $40 | $7,252-99.4% | $6,153-99.3% | $13,398-99.7% |