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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 | $50,631 | $99,652-49.2% | $78,778-35.7% | $147,586-65.7% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.2%-9.2pp | 82.8%-22.8pp |
| Annual return | 10.03% | 47.28%-37.3pp | 35.62%-25.6pp | 578.59%-568.6pp |
| Employer contribution / active EE | $1,278 | $2,796-54.3% | $1,986-35.6% | $4,876-73.8% |
| Participant deferral / active EE | $4,938 | $3,664+34.8% | $2,958+66.9% | $5,439-9.2% |
| Admin fee / account holder | $192 | $7,155-97.3% | $5,134-96.3% | $10,886-98.2% |