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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 | $25,859 | $106,267-75.7% | $96,520-73.2% | $139,456-81.5% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 21.09% | 38.45%-17.4pp | 35.72%-14.6pp | 373.45%-352.4pp |
| Employer contribution / active EE | $2,029 | $4,105-50.6% | $3,739-45.7% | $4,753-57.3% |
| Participant deferral / active EE | $2,923 | $5,454-46.4% | $4,879-40.1% | $6,711-56.5% |
| Admin fee / account holder | $32 | $7,882-99.6% | $6,733-99.5% | $11,407-99.7% |