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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 | $38,031 | $117,895-67.7% | $102,460-62.9% | $145,897-73.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 12.45% | 31.92%-19.5pp | 29.47%-17.0pp | 552.29%-539.8pp |
| Employer contribution / active EE | $1,533 | $3,619-57.7% | $3,025-49.3% | $4,663-67.1% |
| Participant deferral / active EE | $1,916 | $5,736-66.6% | $5,056-62.1% | $6,689-71.4% |
| Admin fee / account holder | $161 | $13,353-98.8% | $9,460-98.3% | $13,390-98.8% |