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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 | $30,628 | $110,410-72.3% | $102,437-70.1% | $145,897-79.0% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 15.09% | 24.85%-9.8pp | 24.95%-9.9pp | 552.29%-537.2pp |
| Employer contribution / active EE | $3,236 | $4,217-23.3% | $3,871-16.4% | $4,663-30.6% |
| Participant deferral / active EE | $5,093 | $5,622-9.4% | $5,060+0.7% | $6,689-23.9% |
| Admin fee / account holder | $8 | $9,745-99.9% | $8,388-99.9% | $13,390-99.9% |