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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% | $103,378-49.4% | $145,978-64.2% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 13.82% | 24.80%-11.0pp | 24.91%-11.1pp | 550.52%-536.7pp |
| Employer contribution / active EE | $1,741 | $4,215-58.7% | $3,870-55.0% | $4,662-62.7% |
| Participant deferral / active EE | $1,741 | $5,618-69.0% | $5,058-65.6% | $6,690-74.0% |
| Admin fee / account holder | $20 | $9,764-99.8% | $8,401-99.8% | $13,400-99.9% |