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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 | $17,107 | $106,236-83.9% | $96,496-82.3% | $139,427-87.7% |
| Participation rate | 43.8% | 77.8%-34.1pp | 74.3%-30.6pp | 80.3%-36.6pp |
| Annual return | 36.91% | 38.43%-1.5pp | 35.70%+1.2pp | 373.27%-336.4pp |
| Employer contribution / active EE | $1,829 | $4,104-55.4% | $3,738-51.1% | $4,752-61.5% |
| Participant deferral / active EE | $2,948 | $5,455-46.0% | $4,879-39.6% | $6,711-56.1% |
| Admin fee / account holder | $100 | $7,879-98.7% | $6,731-98.5% | $11,404-99.1% |