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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 | $65,089 | $110,410-41.0% | $102,437-36.5% | $145,897-55.4% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 13.04% | 24.85%-11.8pp | 24.95%-11.9pp | 552.29%-539.3pp |
| Employer contribution / active EE | $2,662 | $4,217-36.9% | $3,871-31.2% | $4,663-42.9% |
| Participant deferral / active EE | $2,776 | $5,622-50.6% | $5,060-45.1% | $6,689-58.5% |
| Admin fee / account holder | $70 | $9,745-99.3% | $8,388-99.2% | $13,390-99.5% |