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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 | $25,182 | $85,060-70.4% | $70,548-64.3% | $139,456-81.9% |
| Participation rate | 57.1% | 73.9%-16.8pp | 68.3%-11.2pp | 80.3%-23.2pp |
| Annual return | 16.02% | 30.38%-14.4pp | 32.78%-16.8pp | 373.45%-357.4pp |
| Employer contribution / active EE | $2,537 | $3,911-35.1% | $2,975-14.7% | $4,753-46.6% |
| Participant deferral / active EE | $5,604 | $5,890-4.9% | $4,567+22.7% | $6,711-16.5% |
| Admin fee / account holder | $41 | $8,925-99.5% | $6,424-99.4% | $11,407-99.6% |