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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 | $106,280-61.9% | $96,538-58.1% | $139,487-71.0% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | 28.78% | 38.48%-9.7pp | 35.74%-7.0pp | 373.84%-345.1pp |
| Employer contribution / active EE | $2,231 | $4,107-45.7% | $3,740-40.3% | $4,755-53.1% |
| Participant deferral / active EE | $5,817 | $5,457+6.6% | $4,880+19.2% | $6,713-13.3% |
| Admin fee / account holder | $129 | $7,888-98.4% | $6,737-98.1% | $11,407-98.9% |