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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 | $5,798 | $69,252-91.6% | $64,099-91.0% | $139,456-95.8% |
| Participation rate | 46.2% | 75.6%-29.4pp | 72.3%-26.2pp | 80.3%-34.2pp |
| Annual return | 27.32% | 45.89%-18.6pp | 33.70%-6.4pp | 373.45%-346.1pp |
| Employer contribution / active EE | $1,039 | $3,184-67.4% | $2,748-62.2% | $4,753-78.1% |
| Participant deferral / active EE | $1,976 | $4,683-57.8% | $3,881-49.1% | $6,711-70.6% |
| Admin fee / account holder | $201 | $4,248-95.3% | $3,070-93.4% | $11,407-98.2% |