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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 | $56,179 | $117,895-52.3% | $102,460-45.2% | $145,897-61.5% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 18.08% | 31.92%-13.8pp | 29.47%-11.4pp | 552.29%-534.2pp |
| Employer contribution / active EE | $1,192 | $3,619-67.1% | $3,025-60.6% | $4,663-74.4% |
| Participant deferral / active EE | $2,509 | $5,736-56.3% | $5,056-50.4% | $6,689-62.5% |
| Admin fee / account holder | $85 | $13,353-99.4% | $9,460-99.1% | $13,390-99.4% |