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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 | $29,677 | $110,410-73.1% | $102,437-71.0% | $145,897-79.7% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.9pp |
| Annual return | 18.07% | 24.85%-6.8pp | 24.95%-6.9pp | 552.29%-534.2pp |
| Employer contribution / active EE | $1,825 | $4,217-56.7% | $3,871-52.9% | $4,663-60.9% |
| Participant deferral / active EE | $4,484 | $5,622-20.2% | $5,060-11.4% | $6,689-33.0% |
| Admin fee / account holder | $135 | $9,745-98.6% | $8,388-98.4% | $13,390-99.0% |