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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 | $63,891 | $127,296-49.8% | $109,907-41.9% | $167,536-61.9% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.2%-49.2pp | 82.1%-57.1pp |
| Annual return | 15.98% | 22.97%-7.0pp | 29.46%-13.5pp | 478.82%-462.8pp |
| Employer contribution / active EE | $2,967 | $3,325-10.8% | $2,844+4.3% | $4,839-38.7% |
| Participant deferral / active EE | $4,875 | $4,513+8.0% | $4,047+20.5% | $6,342-23.1% |
| Admin fee / account holder | $20 | $7,119-99.7% | $6,069-99.7% | $12,315-99.8% |