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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 | $37,598 | $110,337-65.9% | $102,383-63.3% | $145,877-74.2% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.7pp |
| Annual return | 9.06% | 24.83%-15.8pp | 24.94%-15.9pp | 551.28%-542.2pp |
| Employer contribution / active EE | $1,764 | $4,216-58.2% | $3,870-54.4% | $4,663-62.2% |
| Participant deferral / active EE | $3,296 | $5,621-41.4% | $5,060-34.9% | $6,691-50.7% |
| Admin fee / account holder | $191 | $9,750-98.0% | $8,391-97.7% | $13,402-98.6% |