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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 | $43,558 | $232,540-81.3% | $185,117-76.5% | $147,586-70.5% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 13.96% | 43.03%-29.1pp | 40.50%-26.5pp | 578.59%-564.6pp |
| Employer contribution / active EE | $2,029 | $5,195-61.0% | $4,182-51.5% | $4,876-58.4% |
| Participant deferral / active EE | $10,488 | $5,834+79.8% | $5,045+107.9% | $5,439+92.8% |
| Admin fee / account holder | $10 | $10,275-99.9% | $8,159-99.9% | $10,886-99.9% |