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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 | $51,843 | $215,361-75.9% | $171,082-69.7% | $273,972-81.1% |
| Participation rate | 33.3% | 82.0%-48.7pp | 76.7%-43.4pp | 83.0%-49.7pp |
| Annual return | 9.39% | 25.14%-15.8pp | 32.56%-23.2pp | 41.46%-32.1pp |
| Employer contribution / active EE | $1,910 | $4,967-61.6% | $4,002-52.3% | $4,869-60.8% |
| Participant deferral / active EE | $7,150 | $5,543+29.0% | $4,797+49.0% | $5,287+35.2% |
| Admin fee / account holder | $10 | $10,846-99.9% | $8,520-99.9% | $10,133-99.9% |