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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 | $48,592 | $100,970-51.9% | $96,576-49.7% | $137,256-64.6% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 22.65% | 38.16%-15.5pp | 38.47%-15.8pp | 220.34%-197.7pp |
| Employer contribution / active EE | $3,683 | $3,809-3.3% | $3,553+3.6% | $4,156-11.4% |
| Participant deferral / active EE | $3,683 | $8,286-55.6% | $7,956-53.7% | $6,407-42.5% |
| Admin fee / account holder | $90 | $11,312-99.2% | $11,381-99.2% | $12,270-99.3% |