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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 | $36,802 | $162,812-77.4% | $133,971-72.5% | $158,966-76.8% |
| Participation rate | 42.9% | 83.2%-40.4pp | 79.8%-37.0pp | 82.0%-39.1pp |
| Annual return | 17.56% | 41.94%-24.4pp | 45.09%-27.5pp | 302.95%-285.4pp |
| Employer contribution / active EE | $1,800 | $4,976-63.8% | $3,919-54.1% | $4,762-62.2% |
| Participant deferral / active EE | $3,422 | $5,910-42.1% | $5,047-32.2% | $5,983-42.8% |
| Admin fee / account holder | $20 | $11,741-99.8% | $8,929-99.8% | $11,250-99.8% |