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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 | $44,800 | $228,352-80.4% | $185,835-75.9% | $158,966-71.8% |
| Participation rate | 62.5% | 82.3%-19.8pp | 78.0%-15.5pp | 82.0%-19.5pp |
| Annual return | 20.51% | 40.81%-20.3pp | 35.96%-15.4pp | 302.95%-282.4pp |
| Employer contribution / active EE | $1,788 | $4,967-64.0% | $4,087-56.3% | $4,762-62.5% |
| Participant deferral / active EE | $6,598 | $6,416+2.8% | $5,633+17.1% | $5,983+10.3% |
| Admin fee / account holder | $20 | $11,867-99.8% | $9,502-99.8% | $11,250-99.8% |