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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 | $50,115 | $149,778-66.5% | $118,946-57.9% | $158,966-68.5% |
| Participation rate | 57.1% | 82.1%-24.9pp | 75.4%-18.2pp | 82.0%-24.8pp |
| Annual return | 14.80% | 19.95%-5.1pp | 35.89%-21.1pp | 302.95%-288.2pp |
| Employer contribution / active EE | $1,278 | $4,117-69.0% | $3,263-60.9% | $4,762-73.2% |
| Participant deferral / active EE | $2,197 | $5,225-58.0% | $4,266-48.5% | $5,983-63.3% |
| Admin fee / account holder | $271 | $8,604-96.9% | $6,581-95.9% | $11,250-97.6% |