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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 | $30,545 | $232,540-86.9% | $185,117-83.5% | $147,586-79.3% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 11.00% | 43.03%-32.0pp | 40.50%-29.5pp | 578.59%-567.6pp |
| Employer contribution / active EE | $1,354 | $5,195-73.9% | $4,182-67.6% | $4,876-72.2% |
| Participant deferral / active EE | $5,522 | $5,834-5.3% | $5,045+9.5% | $5,439+1.5% |
| Admin fee / account holder | $286 | $10,275-97.2% | $8,159-96.5% | $10,886-97.4% |