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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 | $55,299 | $100,147-44.8% | $81,286-32.0% | $145,877-62.1% |
| Participation rate | 65.2% | 74.2%-9.0pp | 69.5%-4.3pp | 80.3%-15.1pp |
| Annual return | 11.71% | 34.44%-22.7pp | 24.80%-13.1pp | 551.28%-539.6pp |
| Employer contribution / active EE | $1,604 | $2,977-46.1% | $2,463-34.9% | $4,663-65.6% |
| Participant deferral / active EE | $3,246 | $4,607-29.6% | $3,883-16.4% | $6,691-51.5% |
| Admin fee / account holder | $40 | $8,201-99.5% | $5,764-99.3% | $13,402-99.7% |