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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 | $36,064 | $117,895-69.4% | $102,460-64.8% | $145,897-75.3% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 14.82% | 31.92%-17.1pp | 29.47%-14.6pp | 552.29%-537.5pp |
| Employer contribution / active EE | $1,618 | $3,619-55.3% | $3,025-46.5% | $4,663-65.3% |
| Participant deferral / active EE | $6,882 | $5,736+20.0% | $5,056+36.1% | $6,689+2.9% |
| Admin fee / account holder | $138 | $13,353-99.0% | $9,460-98.5% | $13,390-99.0% |