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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 | $28,524 | $97,750-70.8% | $103,464-72.4% | $145,959-80.5% |
| Participation rate | 50.0% | 81.1%-31.1pp | 80.5%-30.5pp | 80.3%-30.3pp |
| Annual return | 19.49% | 25.43%-5.9pp | 23.91%-4.4pp | 561.95%-542.5pp |
| Employer contribution / active EE | $1,329 | $4,685-71.6% | $4,677-71.6% | $4,661-71.5% |
| Participant deferral / active EE | $3,271 | $6,603-50.5% | $6,624-50.6% | $6,689-51.1% |
| Admin fee / account holder | $36 | $12,515-99.7% | $9,410-99.6% | $13,398-99.7% |