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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 | $55,553 | $98,240-43.5% | $82,313-32.5% | $147,585-62.4% |
| Participation rate | 61.9% | 79.7%-17.8pp | 76.9%-15.0pp | 82.8%-20.9pp |
| Annual return | 18.09% | 30.85%-12.8pp | 25.88%-7.8pp | 578.58%-560.5pp |
| Employer contribution / active EE | $893 | $3,192-72.0% | $2,428-63.2% | $4,876-81.7% |
| Participant deferral / active EE | $2,157 | $4,383-50.8% | $3,706-41.8% | $5,439-60.3% |
| Admin fee / account holder | $182 | $8,563-97.9% | $5,608-96.7% | $10,886-98.3% |