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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 | $39,636 | $172,111-77.0% | $150,298-73.6% | $137,256-71.1% |
| Participation rate | 54.5% | 81.7%-27.2pp | 77.8%-23.2pp | 80.0%-25.4pp |
| Annual return | 17.60% | 69.37%-51.8pp | 62.79%-45.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,370 | $4,636-70.5% | $4,154-67.0% | $4,156-67.0% |
| Participant deferral / active EE | $2,341 | $6,166-62.0% | $5,453-57.1% | $6,407-63.5% |
| Admin fee / account holder | $290 | $16,471-98.2% | $14,116-97.9% | $12,270-97.6% |