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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 | $39,142 | $117,895-66.8% | $102,460-61.8% | $145,897-73.2% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 18.14% | 31.92%-13.8pp | 29.47%-11.3pp | 552.29%-534.2pp |
| Employer contribution / active EE | $2,155 | $3,619-40.5% | $3,025-28.8% | $4,663-53.8% |
| Participant deferral / active EE | $7,406 | $5,736+29.1% | $5,056+46.5% | $6,689+10.7% |
| Admin fee / account holder | $174 | $13,353-98.7% | $9,460-98.2% | $13,390-98.7% |