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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 | $30,969 | $113,339-72.7% | $94,993-67.4% | $147,585-79.0% |
| Participation rate | 53.3% | 78.0%-24.6pp | 73.9%-20.6pp | 82.8%-29.5pp |
| Annual return | 27.89% | 20.77%+7.1pp | 27.12%+0.8pp | 578.57%-550.7pp |
| Employer contribution / active EE | $2,981 | $3,160-5.7% | $2,603+14.5% | $4,876-38.9% |
| Participant deferral / active EE | $5,668 | $3,777+50.1% | $3,317+70.9% | $5,439+4.2% |
| Admin fee / account holder | $227 | $6,063-96.3% | $4,960-95.4% | $10,885-97.9% |