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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 | $40,480 | $106,236-61.9% | $96,496-58.0% | $139,427-71.0% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 28.78% | 38.43%-9.7pp | 35.70%-6.9pp | 373.27%-344.5pp |
| Employer contribution / active EE | $2,231 | $4,104-45.6% | $3,738-40.3% | $4,752-53.0% |
| Participant deferral / active EE | $5,817 | $5,455+6.6% | $4,879+19.2% | $6,711-13.3% |
| Admin fee / account holder | $129 | $7,879-98.4% | $6,731-98.1% | $11,404-98.9% |