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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 | $31,359 | $140,578-77.7% | $100,671-68.9% | $125,388-75.0% |
| Participation rate | 54.5% | 80.4%-25.9pp | 70.7%-16.2pp | 83.2%-28.6pp |
| Annual return | 1.83% | 24.67%-22.8pp | 20.43%-18.6pp | 282.24%-280.4pp |
| Employer contribution / active EE | $1,523 | $5,965-74.5% | $4,012-62.0% | $4,866-68.7% |
| Participant deferral / active EE | $3,693 | $3,981-7.2% | $3,144+17.5% | $5,352-31.0% |
| Admin fee / account holder | $76 | $6,716-98.9% | $4,850-98.4% | $9,541-99.2% |