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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 | $66,448 | $97,078-31.6% | $103,065-35.5% | $145,897-54.5% |
| Participation rate | 50.0% | 81.1%-31.1pp | 80.6%-30.6pp | 80.3%-30.3pp |
| Annual return | 13.53% | 25.49%-12.0pp | 23.95%-10.4pp | 552.29%-538.8pp |
| Employer contribution / active EE | $1,498 | $4,680-68.0% | $4,675-68.0% | $4,663-67.9% |
| Participant deferral / active EE | $2,365 | $6,601-64.2% | $6,625-64.3% | $6,689-64.7% |
| Admin fee / account holder | $174 | $12,505-98.6% | $9,349-98.1% | $13,390-98.7% |