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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 | $110,410-64.9% | $102,437-62.1% | $145,897-73.4% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.9pp |
| Annual return | 27.22% | 24.85%+2.4pp | 24.95%+2.3pp | 552.29%-525.1pp |
| Employer contribution / active EE | $2,772 | $4,217-34.3% | $3,871-28.4% | $4,663-40.6% |
| Participant deferral / active EE | $5,657 | $5,622+0.6% | $5,060+11.8% | $6,689-15.4% |
| Admin fee / account holder | $121 | $9,745-98.8% | $8,388-98.6% | $13,390-99.1% |