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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 | $106,280-83.9% | $96,538-82.3% | $139,487-87.7% |
| Participation rate | 43.8% | 77.8%-34.1pp | 74.3%-30.6pp | 80.3%-36.6pp |
| Annual return | 36.91% | 38.48%-1.6pp | 35.74%+1.2pp | 373.84%-336.9pp |
| Employer contribution / active EE | $1,829 | $4,107-55.5% | $3,740-51.1% | $4,755-61.5% |
| Participant deferral / active EE | $2,948 | $5,457-46.0% | $4,880-39.6% | $6,713-56.1% |
| Admin fee / account holder | $100 | $7,888-98.7% | $6,737-98.5% | $11,407-99.1% |