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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 | $111,814-53.2% | $103,374-49.4% | $145,959-64.2% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 13.82% | 24.77%-11.0pp | 24.89%-11.1pp | 561.95%-548.1pp |
| Employer contribution / active EE | $1,741 | $4,214-58.7% | $3,869-55.0% | $4,661-62.6% |
| Participant deferral / active EE | $1,741 | $5,618-69.0% | $5,058-65.6% | $6,689-74.0% |
| Admin fee / account holder | $20 | $9,754-99.8% | $8,394-99.8% | $13,398-99.9% |