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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 | $38,800 | $111,814-65.3% | $103,374-62.5% | $145,959-73.4% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.8pp |
| Annual return | 27.22% | 24.77%+2.5pp | 24.89%+2.3pp | 561.95%-534.7pp |
| Employer contribution / active EE | $2,772 | $4,214-34.2% | $3,869-28.4% | $4,661-40.5% |
| Participant deferral / active EE | $5,657 | $5,618+0.7% | $5,058+11.8% | $6,689-15.4% |
| Admin fee / account holder | $121 | $9,754-98.8% | $8,394-98.6% | $13,398-99.1% |