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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 | $52,325 | $110,410-52.6% | $102,437-48.9% | $145,897-64.1% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 13.82% | 24.85%-11.0pp | 24.95%-11.1pp | 552.29%-538.5pp |
| Employer contribution / active EE | $1,741 | $4,217-58.7% | $3,871-55.0% | $4,663-62.7% |
| Participant deferral / active EE | $1,741 | $5,622-69.0% | $5,060-65.6% | $6,689-74.0% |
| Admin fee / account holder | $20 | $9,745-99.8% | $8,388-99.8% | $13,390-99.9% |