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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 | $42,773 | $100,139-57.3% | $85,187-49.8% | $145,884-70.7% |
| Participation rate | 45.0% | 74.1%-29.1pp | 67.5%-22.5pp | 80.3%-35.3pp |
| Annual return | 9.36% | 84.15%-74.8pp | 66.67%-57.3pp | 551.85%-542.5pp |
| Employer contribution / active EE | $2,075 | $3,238-35.9% | $2,732-24.1% | $4,662-55.5% |
| Participant deferral / active EE | $6,100 | $5,296+15.2% | $4,525+34.8% | $6,690-8.8% |
| Admin fee / account holder | $68 | $7,262-99.1% | $6,162-98.9% | $13,392-99.5% |